HYJC CAPITAL OF WNY
Firm details
- Headquarters
- LAKEVILLE, New York
- CRD number
- 325574
- Registered since
- January 19, 2024
- Website
- hywealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50.46%
- Individuals49.33%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hyjc Capital Of Wny is an independent Registered Investment Advisor organized as a limited liability company and registered with the SEC in 2024. The firm provides financial planning and portfolio management primarily for individuals, families and small-business clients, and also works with some institutional relationships. Its fee model combines a percentage-of-AUM schedule with fixed fees, and the firm operates predominantly on a discretionary basis. Investment behavior in filings shows a clear tilt toward pooled public funds — mutual funds and similar public vehicles are the dominant sleeve for client portfolios. Hyjc Capital Of Wny does not identify itself as a capital allocator and reports it is not an active ESG investor. The firm lists an insurance company affiliation, which ties into its use of annuities as part of client solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities17%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
2 of 2JOHN HAUGH
President, AdvisorCRD 2802866
CHRISTOPHER YUSKIW
Board MemberCRD 4629604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKEVILLE, NY
LIVINGSTON
Location
LAKEVILLE, NY
Headquartered in LAKEVILLE, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- LIVINGSTON
- Address
- 5989 Big Tree Rd
- Time zone
- ET (UTC-5)
- Office locations
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