Overview
Assets Under Management: $210 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 46
Average Client Assets: $3.1 million
Frequently Asked Questions
RJ CAPITAL 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 #118931), RJ CAPITAL is subject to fiduciary duty under federal law.
RJ CAPITAL is headquartered in HOUSTON, TX.
RJ CAPITAL serves 46 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, RJ CAPITAL offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
RJ CAPITAL manages $210 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, RJ CAPITAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.26%
Average Client Assets: $3.1 million
Total Client Accounts: 898
Discretionary Accounts: 889
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 118931
Filing ID: 1184975
Last Filing Date: 2018-03-07 15:59:00