Vj Arjan
Advisor at ConCap LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ConCap LLC
Location
Grayslake, IL
Credentials
CFP®, ChFC®, Series 66
Industry experience
10 years
About
Vj Arjan is a financial advisor at ConCap LLC with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Torchmark Corporation. Outside of his advisory work, Arjan maintains a personal blog unrelated to finance. ConCap LLC serves individual clients, including high-net-worth individuals, by providing asset management alongside financial and estate-planning services. The firm applies fundamental analysis and Modern Portfolio Theory to build tailored portfolios, focusing on active management through ongoing monitoring and client communication.
Expertise
Based on ConCap LLC
Wealth management
General estate planning guidance
Cash flow / budgeting
Fee options
Financial planning fixed fee of $1,800, negotiable based on complexity
$0 - $100,000: 2% $100,001 - $1,000,000: 1% $1,000,001+: 0.80%
Location
Grayslake, IL
Most active in
Vj A has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Work history
ConCap LLC
2024 - Present (2 years)
ConCap LLC
2016 - 2024 (8 years)
Cambridge Investment Research Advisors
2016 - 2022 (6 years)
Cambridge Investment Research, Inc
2015 - Present (11 years)
Torchmark Corporation
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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