ALJ Capital, LLC

ALJ Capital provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm offers discretionary portfolio management combined with consulting and written financial plans for certain engagements, and it provides advice on retirement accounts consistent with a fiduciary standard.

Investment decisions are driven primarily by fundamental analysis with a long‑term orientation; portfolios are typically constructed from ETFs, individual equities and bonds, and the advisor may use options or shorter‑term trades tactically or for rebalancing. The firm monitors accounts on an ongoing basis, produces periodic reports, and tailors asset allocation to each client’s goals, time horizon and risk tolerance.

Noteworthy distinctions include an affiliated accounting practice under common ownership, a relationship the brochure discloses as a potential conflict because the firm may refer clients for tax and accounting services while making clear those referrals are not required. The advisor is newly established in 2026, the principal holds CPA and CFE credentials and divides time between advisory and accounting work, the firm participates in an institutional custodian platform that provides software and support, and it does not manage private funds.