Social Justice Capital LLC

RIASEC Registered
Total AUM
$1.1M
Discretionary
$1M
94% of AUM
Avg account
$177K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
333569
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Social Justice Capital LLC is a small, independent registered investment adviser focused on serving individual and family clients with fee-based wealth management and financial planning. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its business model blends discretionary portfolio management with occasional non-discretionary relationships and hourly or fixed-fee engagements, reflecting a flexible approach to client billing. Investment emphasis tilts toward publicly traded equities, with exchange-traded instruments forming the bulk of deployed capital. The firm appears to favor direct equity exposure for core portfolios while supplementing those allocations with pooled vehicles where appropriate. Social Justice Capital LLC does not position itself as a multi-state or pension consultant, and it is not categorized as a capital allocator; its client base and service set align with hands-on wealth advice for private clients rather than institutional management.

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 80%, Public Funds/Mutual Funds 18%, Derivatives 1%, Cash & Cash Equivalents 1%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds18%
  • Derivatives1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • James Mohamdein

    James Mohamdein

    Investment Advisor RepresentativeCRD 7404561

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