J Sohn, LLC

Overview

J Sohn, LLC is an independent registered investment adviser structured as a limited liability company that serves individuals and families. The firm combines accounting and advisory capabilities, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements, which allows the adviser to work with clients across a range of needs and engagement sizes. Investment activity skews toward publicly traded equities as the primary allocation preference, but the firm supplements core equity exposure with mutual funds and targeted alternative exposures—specifically real estate, commodities and oil & gas—via third‑party managers. J Sohn, LLC is not positioned as a multi-state adviser, does not present itself as a capital allocator, and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices