Njord Capital, LLC
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About
Njord Capital, LLC is an independent advisory firm led by a single owner/advisor that serves high‑net‑worth and ultra‑high‑net‑worth individuals as well as a range of institutional clients, including retirement plans, private funds, trusts, estates, charitable organizations and small businesses. The firm provides fee‑based, discretionary investment management and financial planning, and its disclosure materials show it also advises and manages pooled investment vehicles and private funds.
The firm constructs customized portfolios guided by a written Investment Policy Statement and employs fundamental, technical and quantitative inputs, using passive index strategies for liquid asset classes and active or third‑party managers for niche or less liquid allocations. For accredited‑investor and qualified‑purchaser clients Njord may consider private market investments, accepts performance‑based compensation for limited partners where applicable, and will consider nontraditional exposures (including digital‑asset allocations) and financing techniques when consistent with a client’s objectives.
Compared with many solo independent advisors, Njord’s brochure highlights a stronger institutional and pooled‑vehicle orientation — including private funds, donor‑advised and charitable entities, and retirement and pension clients — which is less common among firms of its size. The brochure also discloses several uncommon operational details for a solo practice: the owner is CFA‑credentialed, registered as a broker‑dealer representative for a third party, and serves as a commissioned officer in the U.S. Army Reserve, each of which is identified as part of the firm’s affiliations and potential conflicts.
Client services
Expertise
Occupation focus
Fee options
Up to 2.00% per annum (negotiable, depending on type, complexity, and size of account/relationship)
Commissions or other compensation may be received from placement of private market investments; not charged directly for advisory services.
Not explicitly stated in brochure text; general financial planning fees are fixed dollar amounts; may have hourly charges as reported in Part 1 but not detailed here.
Account minimum: $5,000,000 Fee-only: Initial comprehensive financial planning fee ranges from $5,000 to $30,000 or more depending on scope and complexity, may be waived or reduced at firm's discretion.
Main office
Charlotte NC
Advisors at this office
1
Most active in
North Carolina
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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