TJT Capital Group, LLC logo

TJT Capital Group, LLC

Updated today

Client assets under management

$277,467,845

Clients

181

47% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

91

High

Average account size

$1,532,972

About

TJT Capital Group provides discretionary portfolio management to individuals (including high-net-worth clients), small businesses, trusts, estates, and other institutional clients, with services tailored to each client’s stated investment objectives. The firm’s advisory offering is focused on asset allocation and mutual fund and ETF selection for managed accounts.

Investment decisions are guided by a combination of fundamental, technical, and cyclical analysis and implemented primarily through mutual funds and ETFs; the firm also may allocate portions of client assets to unaffiliated independent managers. Accounts are managed under four stated objective profiles (Aggressive Growth, Growth, Balanced, Income) and are monitored on an ongoing basis with quarterly reporting to clients.

Several operational and structural features distinguish the firm: a small advisor team oversees roughly $294 million in AUM and reports that all client assets are custodied at Charles Schwab following the Schwab/TD Ameritrade integration. TJT discloses a portfolio consulting arrangement with Carlson Wealth Advisors (which is compensated by TJT) and a business line of credit secured by the firm and personally guaranteed by its principals; it does not accept performance-based fees and does not vote client proxies.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $499,999: 0.50% (Income Based Portfolios) $500,000 - $999,999: 0.45% (Income Based Portfolios) $1,000,000+: 0.40% (Income Based Portfolios) $0 - $499,999: 1.50% (Equity Based Portfolios) $500,000 - $749,999: 1.25% (Equity Based Portfolios) $750,000 - $999,999: 1.125% (Equity Based Portfolios) $1,000,000 - $1,999,999: 1.00% (Equity Based Portfolios) $2,000,000+: 0.85% (Equity Based Portfolios)

Other

Account minimum: $100,000

Main office location

TJT Capital Group, LLC

9 W. Broad Street, Suite 420

Stamford CT 06902, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Timothy M

Series 63, Series 65

Stamford, CT

TJT Capital Group, LLC

Timothy Mcmullan is a financial advisor with TJT Capital Group, LLC in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at TJT Capital Group since 2009 and Leigh Baldwin & CO., LLC since 2011. In addition to his advisory role, he serves as the editor of The Investor's Strategist newsletter. TJT Capital Group provides discretionary portfolio management to individuals, small businesses, trusts, estates, and institutional clients, focusing on asset allocation and mutual fund and ETF selection. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions, managing accounts under four objective profiles and offering quarterly reporting.

Wealth management
user avatar

James C

CFP®, Series 63, Series 65

Stamford, CT

TJT Capital Group, LLC

James Cook is a CFP® with 20 years of industry experience, currently serving as an advisor at TJT Capital Group, LLC. He previously worked at JC Capital Advisors Group LLC and has been with TJT Capital Group for 17 years. Cook is also the editor of the newsletter The Investors Strategist. TJT Capital Group provides discretionary portfolio management for individuals, small businesses, trusts, estates, and institutional clients, focusing on asset allocation and mutual fund and ETF selection. The firm employs a combination of fundamental, technical, and cyclical analysis to manage accounts aligned with four objective profiles and oversees approximately $294 million in assets under management.

Wealth management
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