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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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).
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Asset Classes
Investment Vehicles
Services
Technology
Owner & Executives
KEN SAL CAVALLUZZO DR
Chief Investment Officer, MANAGING DIRECTOR, President
- CRD
- #4989634
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,802,000 | -- |
| Non-Discretionary | $2,695,000 | -- |
| Total | $42,497,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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