M

MJ Capital Management LLC

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

The firm is a fee‑only registered investment adviser that offers continuous, discretionary investment management and individualized planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. It advises on a range of securities including stocks, bonds, mutual funds, ETFs, and municipal and government obligations, and may refer clients to third‑party professionals without receiving referral compensation.

The adviser describes a multi‑disciplinary investment process that blends fundamental, technical (including cyclical and charting) analysis and Modern Portfolio Theory, employing both passive and active vehicles and the option to integrate socially responsible (ESG) screens. It also discloses use of a proprietary, quantitative algorithmic trading strategy focused on liquid U.S. equities and options, with predefined risk controls and the ability to trade with varying frequency while generally favoring longer holding periods when appropriate.

Noteworthy differences from many peers include that the firm was recently formed and reported no assets under management or clients as of its disclosure date, and its principal maintains substantial outside employment as a senior analyst at a large financial services firm, a circumstance the brochure identifies as a potential divided‑attention conflict. The firm requires custody at a specific institutional custodian, does not aggregate or block trades, and does not provide written performance reports beyond what the custodian supplies, practices that are less common among independent advisers.

Client services

Portfolio management

Expertise

ESG / Sustainable investing Active portfolio management Passive / index investing

Demographic focus

Gen Z (Born 1996-2010)

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Fee options

Percentage

$0 - $500,000: 1.25% $500,001+: 0.50%

Other

Account minimum: $7,000 Fee-only: Fee based solely on assets under management with no commissions or performance fees.

Main office

San Leandro CA

Advisors at this office

1

Most active in

California · New York

Also doing business as

Mj Capital Management LLC · Mj Wealth Management LLC

Disclosures

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

Business activities & affiliations

View complete list of advisors at this firm
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