A complete list of active advisors currently associated with SJC Capital Advisors LLC

Warmer can help you find a great advisor at SJC Capital Advisors LLC or one who fits your needs even better.

SJC Capital Advisors LLC provides ongoing discretionary portfolio management to individual and high-net-worth clients, creating individualized Investment Policy Statements and charging percentage-of-assets fees with no account minimum. Services focus on asset allocation, security selection, and regular monitoring across mutual funds, equities, fixed income, ETFs, REITs and government securities. The firm combines charting, fundamental and technical analysis and implements long-term and short-term trading alongside covered-call strategies; it may use options and other derivatives within separately managed accounts. Accounts are reviewed monthly and managed on a discretionary basis, with custodial arrangements through Schwab Institutional and advisory fees typically deducted directly from client accounts. Notably, SJC also provides pension consulting for employee benefit plans — including written plan development, guidance on investment options, manager recommendations, and ongoing monitoring — alongside its individual client work. The firm manages its assets directly rather than using third-party managers and oversees a compact client base (about 19 clients) representing roughly $30.9 million in discretionary assets.

To learn more about the advisors currently working at SJC Capital Advisors 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.