A complete list of active advisors currently associated with TJ Capital Holdings LLC

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

TJ Capital Holdings LLC is a small registered investment adviser serving a primarily individual client base that includes both high‑net‑worth and non‑high‑net‑worth individuals. The firm provides portfolio management and related advisory services, overseeing roughly $27.7 million in regulatory assets for 11 clients with a two‑advisor team. The firm commonly delivers individualized portfolio management for individuals, but it differs from many peers in that a majority of its assets are managed on a non‑discretionary basis, with clients retaining final approval over trades. Its strategies can include the use of derivatives within separately managed accounts, and it maintains performance‑based fee arrangements for certain clients or strategies. Taken together, the combination of predominantly non‑discretionary management, derivatives use in SMAs, and performance‑based fees is unusual for a firm of this size and structure. The small client roster and compact advisor team indicate a concentrated operating model that may result in more tailored account arrangements compared with larger supported firms.

To learn more about the advisors currently working at TJ Capital Holdings 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.