KJ Capital Management LLC

RIASEC RegisteredEst. 2016
Total AUM
$107M
Discretionary
$102M
96% of AUM
Avg account
$914K
Accounts
117
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
147495
Registered since
September 29, 2016
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI90.75%
  • Individuals9.25%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

KJ Capital Management LLC is a privately held registered investment adviser formed in 2016 that serves individual and family clients. The firm operates as a limited liability company under individual ownership and charges clients primarily on a percentage-of-assets basis, with some other fee arrangements in place. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. Investment posture centers on equities as the primary allocation—exchange-traded securities are the dominant holding type—while fixed income and selected alternative strategies are used to complement equity exposure. The firm does not report itself as an active ESG investor. Given its client base and advisory activities, the firm blends investment management with consulting work for plan sponsors and institutional accounts alongside high-net-worth family relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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: Exchange Traded Equities 70%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 7%, US Government Bonds 4%, Investment Grade Corp Bonds 1%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents7%
  • US Government Bonds4%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Kathy O'connor

    Kathy O'connor

    Principal and Senior Portfolio ManagerCRD 5203723

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth