HYJC CAPITAL OF WNY

RIASEC RegisteredEst. 2024
Total AUM
$82.6M
Discretionary
$82.5M
100% of AUM
Avg account
$203K
Accounts
407
Employees
2
Advisory reps
2

Firm details

Headquarters
LAKEVILLE, New York
CRD number
325574
Registered since
January 19, 2024
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 17%, US Government Bonds 2%, Cash & Cash Equivalents 2%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities17%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • JOHN HAUGH

    President, AdvisorCRD 2802866

  • CHRISTOPHER YUSKIW

    Board MemberCRD 4629604

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth