MCJ Capital Partners
Firm details
- Headquarters
- ,
- CRD number
- 310067
- Website
- www.mcjcapitalpartners.com
- Custodians
- E*TRADE SECURITIES LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI91.61%
- Individuals8.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MCJ Capital Partners is a small, individual‑owned advisory firm organized as a limited liability company that provides discretionary portfolio management for individuals and small businesses. Its stated business model relies on percentage‑of‑AUM fees with an additional performance‑based fee component. The firm emphasizes equity exposure, principally through exchange‑traded instruments, and does not identify itself as an active ESG investor or a multi‑state adviser. MCJ Capital Partners does not report use of third‑party alternative asset managers; its investment activity appears centered on liquid, brokerage‑traded securities and mutual funds.
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
- Exchange Traded Equities87%
- Cash & Cash Equivalents13%
Contacts
1 of 1
Michael Johnson
Managing PartnerCRD 7281013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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