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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2008
- Office Locations
- 1
Office Locations
About KJ Capital Management LLC
KJ Capital Management LLC is a fee-only, independent RIA (formed 2008) providing personalized portfolio management and integrated financial guidance for individuals and trusts as well as estates, charities, municipalities, corporations, and retirement plans. The team brings 25+ years' experience and emphasizes research-driven, customized portfolios. Custodies with Charles Schwab & Co. and primarily implements with ETFs; offers a Women's Leadership equity model portfolio.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
KATHY A O'CONNOR
Chief Compliance Officer, Managing Member, President, Principal
- CRD
- #5203723
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,372,514 | $914,040 |
| Non-Discretionary | $4,599,226 | $919,845 |
| Total | $106,971,740 | $914,288 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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