MCJ Capital Partners

RIASEC Registered
Total AUM
$465K
Discretionary
$465K
100% of AUM
Avg account
$66.4K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
310067
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Cash & Cash Equivalents 13%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents13%

Contacts

1 of 1
  • Michael Johnson

    Michael Johnson

    Managing PartnerCRD 7281013

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth