SJC Capital Advisors LLC
RIASEC Registered
Total AUM
$30.9M
Discretionary
$30.9M
100% of AUM
Avg account
$688K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 159513
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.36%
- Individuals21.64%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
SJC Capital Advisors LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on fee-based portfolio management for individuals, families and small businesses. The firm bills clients as a percentage of assets under management and provides portfolio management and pension-consulting services. It does not identify as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities69%
- Public Funds/Mutual Funds16%
- US Government Bonds11%
- Cash & Cash Equivalents4%
Contacts
1 of 1Steven Clissold
PresidentCRD 1683617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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