Overview
Assets Under Management: $107 million
High-Net-Worth Clients: 45
Average Client Assets: $2.2 million
Frequently Asked Questions
KJ CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147495), KJ CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
KJ CAPITAL MANAGEMENT LLC serves 45 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, KJ CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KJ CAPITAL MANAGEMENT LLC manages $107 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, KJ CAPITAL MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.75%
Average Client Assets: $2.2 million
Total Client Accounts: 117
Discretionary Accounts: 112
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 147495
Filing ID: 2062063
Last Filing Date: 2026-03-12 10:31:50