CJK Capital Management, LLC

Overview

CJK Capital Management, LLC is a small, fee-based advisory firm organized as an LLC that focuses on serving individuals and families. Its advisory work centers on discretionary portfolio management for individuals and small businesses, with an additional offering of pension consulting services. The firm's public filing shows a clear tilt toward equities as the primary allocation preference, and it does not list ESG as an active investing focus. Management appears to run a boutique, hands-on practice rather than a large institutional allocator. Investment approach emphasizes exchange-traded equities as the core building block of client portfolios, supplemented by mutual funds and corporate debt for fixed-income exposure. The firm also allocates capital to third‑party external alternative investment managers, indicating it will place some client dollars into externally managed alternative funds rather than running large in‑house private investment programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices