A complete list of active advisors currently associated with TJT Capital Group, LLC

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

TJT Capital Group provides discretionary portfolio management to individuals (including high-net-worth clients), small businesses, trusts, estates, and other institutional clients, with services tailored to each client’s stated investment objectives. The firm’s advisory offering is focused on asset allocation and mutual fund and ETF selection for managed accounts. Investment decisions are guided by a combination of fundamental, technical, and cyclical analysis and implemented primarily through mutual funds and ETFs; the firm also may allocate portions of client assets to unaffiliated independent managers. Accounts are managed under four stated objective profiles (Aggressive Growth, Growth, Balanced, Income) and are monitored on an ongoing basis with quarterly reporting to clients. Several operational and structural features distinguish the firm: a small advisor team oversees roughly $294 million in AUM and reports that all client assets are custodied at Charles Schwab following the Schwab/TD Ameritrade integration. TJT discloses a portfolio consulting arrangement with Carlson Wealth Advisors (which is compensated by TJT) and a business line of credit secured by the firm and personally guaranteed by its principals; it does not accept performance-based fees and does not vote client proxies.

To learn more about the advisors currently working at TJT Capital Group, 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.

Name	Location	Years of experience

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