# Cohen, Steven J CFA

> Cohen, Steven J CFA is a state-registered investment advisory firm in St Petersburg, FL, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 280027
- Filed as: COHEN, STEVEN J CFA
- Legal name: SJC Capital LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/280027
- AdvisorCensus page: https://advisorcensus.com/firm/cohen-steven-j-cfa-st-petersburg-fl-280027

## Quick answers

**How is Cohen, Steven J CFA compensated?**
On its Form ADV (Item 5.E, October 2026), Cohen, Steven J CFA reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cohen, Steven J CFA located?**
Cohen, Steven J CFA's principal office is in St Petersburg, FL, according to its Form ADV.

**Is Cohen, Steven J CFA registered with the SEC or a state?**
Cohen, Steven J CFA is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 280027.

**How much does Cohen, Steven J CFA manage?**
Cohen, Steven J CFA reports $1,000,000 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**Does Cohen, Steven J CFA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/280027

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,000,000
- Discretionary: $1,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- c-bm.biz
- seekingalpha.com/user/686125/comments
- sjc.capital
- LinkedIn @steven-j-cohen-cfa-4b276139
- X @sjccfa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cohen, Steven J CFA (CRD 280027): Form ADV filing data as of October 2026.