Wojick Capital Management

Overview

Wojick Capital Management operates as a sole-proprietor independent registered investment adviser serving individuals and families, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and reports that its client relationships are handled on a non‑discretionary basis, which indicates investment decisions typically require client approval rather than delegated authority. Investment activity centers on public pooled vehicles for core exposures and a targeted use of real estate-related alternatives. The firm is not positioned as an active ESG investor and does not market itself as a multi‑state or institutional pension consultant. An insurance company affiliation is listed among its industry ties, suggesting insurance solutions may be part of client planning conversations alongside investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices