A complete list of active advisors currently associated with MJ Capital Management LLC
Warmer can help you find a great advisor at MJ Capital Management LLC or one who fits your needs even better.
MJ Capital Management LLC is an independent, fee-only registered investment adviser that provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm states it builds portfolios across stocks, bonds, mutual funds, ETFs, and government and municipal securities and can tailor allocations to client‑imposed restrictions, including socially responsible (ESG) preferences. The firm describes a client‑specific process that establishes investment policies and asset‑allocation targets and employs a mix of analytical methods—fundamental, technical, cyclical, charting, and modern portfolio theory—while using both passive and active vehicles and generally holding positions for the long term with periodic quarterly reviews. Clients grant limited discretionary trading authority and may impose reasonable restrictions in writing; the brochure also discloses that account supervision is guided by stated objectives, risk tolerance, and tax considerations. Distinctive features disclosed in the brochure include that the firm was formed in early 2026 and, as of the brochure date, reported no assets under management or active clients, and the firm’s sole principal maintains full‑time outside employment as a senior analyst at a financial services company, a potential time‑allocation consideration the firm identifies. The brochure also notes operational practices that differ from many peers: the firm requires the use of a specified institutional custodian platform for custody and execution, does not aggregate or block trades, and does not provide written performance reports beyond custodian statements.
To learn more about the advisors currently working at MJ Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
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