KJ Capital Management LLC
SEC RegisteredInvestment Advisor for Individual and Institutional Investors
About the firm
KJ Capital Management LLC is a registered investment advisor based in New York, New York, organized as a limited liability company formed in 2008. It is a fee-only, independent financial advisor that provides investment portfolio management and other aggregated financial services. The team has worked together for over 20 years in providing investment advisory services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment management services and advice, customized portfolio management based on clients' objectives, managed domestic and global portfolio strategies (All Cap, Large Cap, Mid Cap, Small Cap, Dividend Yield, Balanced, ESG), retirement plan investment portfolios (401K, IRA, Roth IRA, SEP IRA, Inherited IRA, Pension Plan), and specialized model portfolios including the KJ Women's Leadership Equity Portfolio.
Who they serve
Individuals, trusts, estates, charitable organizations, municipalities, corporations, and other businesses or entities, including banks, thrifts, investment companies, and pension and profit sharing plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 21 | $9.9M |
| High Net Worth Individuals | 45 | $97M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KJ Capital Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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