W
Wojick Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,900,000
Total clients
8
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$612,500
About
Wojick Capital Management provides ongoing investment advisory services and financial planning primarily to individual and high-net-worth clients. The firm delivers written financial plans and portfolio design recommendations in addition to ongoing portfolio management and charges advisory fees based on assets under management alongside fixed-fee planning engagements.
The firm follows a non-discretionary model for asset management: it determines securities and recommended transactions but obtains client approval before executing trades. Investment work draws on fundamental and cyclical analysis, with periodic (quarterly) account reviews and custodial relationships used to hold client assets.
What distinguishes the firm is the concentration of reported assets under non-discretionary management — nearly all of its disclosed $4.9 million in client assets are managed with client approval required for each trade, across a small number of client relationships. The adviser is also licensed to sell insurance but the brochure explicitly discloses that insurance products will not be offered to clients, a disclosure intended to address that potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Long-term care insurance
General tax planning
Wealth management
Cash flow / budgeting
Fee options
Full Financial Plan - $500; Portfolio Development and Design - $250
$0+: 1.00% annually (All other assets) $0+: 0.25% annually (Fixed income and interest bearing accounts)
Main office location
Wojick Capital Management
Zumbrota MN, United States
Number of offices
1
Most active in
Wojick Capital Management has reported serving >5 clients in these states in the last 12 months.
Minnesota
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")