Overview
Assets Under Management: $312 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 130
Average Client Assets: $1.8 million
Frequently Asked Questions
RJ CAPITAL 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 #297839), RJ CAPITAL LLC is subject to fiduciary duty under federal law.
RJ CAPITAL LLC is headquartered in HOUSTON, TX.
RJ CAPITAL LLC serves 130 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, RJ CAPITAL LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
RJ CAPITAL LLC manages $312 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, RJ CAPITAL 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: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.01%
Average Client Assets: $1.8 million
Total Client Accounts: 1,309
Discretionary Accounts: 950
Non-Discretionary Accounts: 359
Regulatory Filings
CRD Number: 297839
Filing ID: 1724770
Last Filing Date: 2023-03-30 15:22:00