This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-05-2015
- Office Locations
- 1
Office Locations
About CJK Capital Management, LLC
CJK Capital Management is a fee-only RIA providing tailored portfolio management for individuals and institutions nationwide. The firm is value-oriented, building mostly long-term U.S. equity portfolios with direct stock exposure, and may use ETFs, ETNs, mutual funds, and debt securities for diversification. Founded in 2015 and owner-operated by Ken Cavalluzzo (Wharton PhD; former Plumb Wealth PM and mutual fund co-manager).
Reported data analysis
What the numbers show
Of the latest reported AUM, 93.7% is discretionary and 6.3% is non-discretionary.
The firm reports 1 advisory representatives and 28 clients, or 28 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on January 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review CJK Capital Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full CJK Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEN SAL CAVALLUZZO DR
Chief Investment Officer, MANAGING DIRECTOR, President
- CRD
- #4989634
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,802,000 | -- |
| Non-Discretionary | $2,695,000 | -- |
| Total | $42,497,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
CJK Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.