RIA Intel›Advisers›New Jersey›SJ CAPITAL MANAGEMENT LLC

SJ CAPITAL MANAGEMENT LLC

Advisory

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in NJ

#590

of 775 advisers by AUM

Average account

$380K

across 251 accounts

AUM per adviser

$95M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$95M

Discretionary %

100%

Clients

62

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$95M

Discretionary AUM$95M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, NJ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

62 clients

35 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

PRINCETON ADVISORY GROUP, INC.

HAMILTON, NJ

$95M

0.0% 1Y

THE CAMPBELL ORGANIZATION, INC.

RED BANK, NJ

$95M

RICE WEALTH MANAGEMENT GROUP, INC.

FAIR HAVEN, NJ

$94M

FORZA INVESTMENT ADVISORY, LLC

$93M

RCM CAPITAL MANAGEMENT, L.L.C.

HAMMONTON, NJ

$98M

MHA FINANCIAL CORP

RIDGEWOOD, NJ

$98M

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