S
Samju Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Samju Capital LLC provides investment advisory and financial planning services to individual and high‑net‑worth clients, including discretionary managed accounts and written investment strategies. Services described in the brochure include portfolio management, asset allocation recommendations, risk assessment, and the preparation of financial plans.
The firm tailors advice to client objectives and risk tolerances and may employ a mix of asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies; it also highlights tax considerations and recommends clients consult tax professionals. Accounts are reviewed at least quarterly, and the firm generally directs clients to use a recommended custodial relationship (Interactive Brokers) for trade execution and reporting.
Notable distinctions include that the firm was recently launched and, at the time of the filing, reported no assets under management and no active clients, which is uncommon among peers. The principal maintains a separate non‑financial affiliated business as an electricity broker and has prior consulting experience with an energy utility; the firm also states it does not charge performance‑based fees and offers one‑time financial plans with optional follow‑on engagements.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Wealth management
General estate planning guidance
Fee options
$250 to $1,500 per financial planning project depending on negotiation and complexity
up to 2.00% annually (maximum fee)
$150 - $500 per hour depending on negotiation and complexity
Account minimum: $50,000
Main office location
Samju Capital LLC
Houston TX, United States
Number of offices
1
Most active in
Samju Capital LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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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.
Forms ADV
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