HYJC Capital of WNY
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$82,377,308
Clients
272
Advisors
2
of 2 employees
About
HYJC Capital of WNY provides ongoing portfolio management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and business entities. Services include individualized Investment Policy Statements, regular monitoring, and advice across mutual funds, fixed income, annuities and other insurance products, equities, ETFs, TIPS and options.
The firm tailors portfolios to each client’s goals, time horizon and documented risk tolerance, employing cyclical and fundamental analysis alongside modern portfolio theory; it offers both discretionary and non‑discretionary management and may use model allocations. Trading approaches include long‑term and short‑term strategies as well as options trading (covering covered and uncovered positions and spread strategies), with internal reviews at least monthly and custodian reports provided quarterly.
HYJC is affiliated with an insurance‑related owner and its supervised persons are licensed insurance agents, so it recommends and may sell commissionable insurance products (including annuities) in addition to fee‑based advisory services; the brochure discloses these conflicts and notes clients are not required to purchase insurance through the firm. The firm also maintains relationships with custodians and broker‑dealers that provide institutional research and practice‑management support, which the firm discloses as potential sources of non‑monetary benefits.
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $150 to $2,650
1.50% annually
Commissions are accepted by certain representatives for sales of investment and insurance products, but commissions are not the firm's primary source of compensation.
Main office
5989 Big Tree Rd
Lakeville NY 14480
Advisors at this office
2
Most active in
Florida · Louisiana · New York · Texas
Also doing business as
Hyjc Capital Of Wny · Hyjc Capital Of Wny, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Christopher Y
Series 63, Series 65
Lakeville, NY
HYJC Capital of WNY
Christopher Yuskiw is a financial advisor at HYJC Capital of WNY with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis and modern portfolio theory, employing various strategies across mutual funds, fixed income, equities, ETFs, and insurance products.
John H
CFP®, Series 63
Lakeville, NY
HYJC Capital of WNY
John Haugh is a CFP® with 28 years of experience in the financial industry. He is currently with HYJC Capital of WNY, where he has worked since 2023, and has prior experience at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis along with modern portfolio theory, delivering both discretionary and non-discretionary management with regular monitoring and reviews.
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