J
JLJ Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,451,313
Clients
100
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
100
Very HighAverage account size
$394,513
About
The firm provides investment management and financial planning services to individuals, trusts and estates, corporations and retirement plans, delivering ongoing portfolio management along with retirement and trust/estate planning. It offers both discretionary managed accounts and non‑discretionary arrangements and can place client assets with third‑party independent managers through the Envestnet platform.
The investment approach emphasizes strategic asset allocation and periodic rebalancing, using individual bonds and dividend/growth equities as core holdings while supplementing portfolios with actively managed ETFs, open‑ended funds and, when appropriate, covered‑call writing and tax‑aware tactics such as tax‑loss harvesting. The firm combines fundamental research with technical, charting and cyclical analysis and documents client objectives through an in‑depth investor profile, with portfolio reviews conducted regularly by the firm’s principal.
Distinctive elements include the principal’s accounting credential and securities adviser registrations, which shape the firm’s planning work while the firm explicitly does not provide tax preparation or legal advice. The firm also notes it does not use performance‑based fee structures, does not vote client proxies, and maintains the same fee arrangement when allocating assets to Envestnet third‑party managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Trust structures (GRAT, IDGT, revocable)
Tax-loss harvesting
Active portfolio management
Fee options
$0 - $500,000: Equity/Balanced: 1.50% to 2.50%, Fixed Income: 0.75% to 1.25% $500,001 - $1,000,000: Equity/Balanced: 1.20% to 2.00%, Fixed Income: 0.60% to 1.00% $1,000,001 - $4,000,000: Equity/Balanced: 0.90% to 1.50%, Fixed Income: 0.42% to 0.70% $4,000,001 - $9,000,000: Equity/Balanced: 0.60% to 1.00%, Fixed Income: 0.30% to 0.50%
$250 per hour
Account minimum: $500,000 minimum (negotiable; firm may waive minimum and accept accounts under $100,000 in certain circumstances) Minimum fee: Clients receiving ongoing asset management services may be assessed a minimum annual fee; specifics not stated
Main office location
JLJ Capital Management, LLC
Houston TX, United States
Number of offices
1
Most active in
JLJ Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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