Social Justice Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Social Justice Capital LLC provides discretionary and non-discretionary portfolio management, financial planning and consulting, and public educational seminars and workshops. The firm serves individuals, high-net-worth individuals, trusts, charitable organizations and business entities and does not require a formal account minimum.
Portfolios and plans are built around each client’s goals, time horizon and risk tolerance, with the option for the adviser to exercise trading discretion or to obtain prior client approval for each transaction. The firm uses methods such as fundamental and technical analysis, Modern Portfolio Theory and Monte Carlo planning, and conducts periodic account reviews and monitoring.
Distinctive features include a structured seminar and workshop program for the public — an uncommon service for firms in this category — offered separately from client-specific advice. The firm was recently registered, manages roughly $1.06 million in client assets, the owner maintains outside non-investment activities (performing arts and solar-related work), it permits client-imposed socially conscious investment restrictions, and it does not vote client proxies.
Client services
Fee options
Full financial plans offered based on flat fee between $100-$10,000; Seminars and workshops fees $50-$1,000 per event; Ongoing financial planning charged monthly in advance $100-$10,000 per month depending on complexity
up to 2% annually (negotiable, flat rate)
$250 per hour for consultation services
Ongoing Financial Planning services charged monthly in advance $100-$10,000 per month depending on complexity
Fee-only: Financial planning consultation services at $250 per hour
Main office
Bethlehem PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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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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