# Hyjc Capital of WNY

> Hyjc Capital of WNY is an SEC-registered investment advisory firm in Lakeville, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 15, 2026.

- CRD: 325574
- Filed as: HYJC CAPITAL OF WNY
- Legal name: Hyjc Capital of WNY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lakeville, NY
- Filing period: October 2026
- Form ADV filing dated: March 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325574
- AdvisorCensus page: https://advisorcensus.com/firm/hyjc-capital-of-wny-lakeville-ny-325574

## Quick answers

**How is Hyjc Capital of WNY compensated?**
On its Form ADV (Item 5.E, October 2026), Hyjc Capital of WNY reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Hyjc Capital of WNY charge?**
Its Form ADV Part 2A brochure dated March 15, 2026 states: Asset-based fee: 1.5% of assets a year; Flat fee: $150 to $2,650 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hyjc Capital of WNY located?**
Hyjc Capital of WNY's principal office is in Lakeville, NY, according to its Form ADV.

**Is Hyjc Capital of WNY registered with the SEC or a state?**
Hyjc Capital of WNY is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 325574.

**How much does Hyjc Capital of WNY manage?**
Hyjc Capital of WNY reports $82,552,678 in regulatory assets under management in its Form ADV filing dated March 15, 2026 (100% discretionary).

**How have Hyjc Capital of WNY's assets and staff changed since 2024?**
In the Form ADV data for Hyjc Capital of WNY: Regulatory assets under management: $41,727,412 in the October 2024 data and $82,552,678 in the October 2026 data, up 98%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hyjc Capital of WNY serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (205); high net worth individuals (67); charitable organizations (3).

**Which custodians does Hyjc Capital of WNY use?**
Hyjc Capital of WNY's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hyjc Capital of WNY report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325574

**Does Hyjc Capital of WNY state an account minimum?**
Its Form ADV Part 2A brochure dated March 15, 2026 says: "There is no account minimum for any of HCOWL’s services."

**What changed in Hyjc Capital of WNY's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $59,821,806 to $82,552,678 (+38%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 15, 2026)

- Asset-based fee: 1.5% of assets a year

> Total Assets Under Management Annual Fees All Assets 1.50%

- Account minimum: None

> There is no account minimum for any of HCOWL’s services.

- Flat fee: $150 to $2,650 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $150 and $2,650.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $82,552,678
- Discretionary: $82,515,427
- Non-discretionary: $37,251

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 205 | $40,724,412 |
| High net worth individuals | 67 | $41,652,896 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $175,370 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hywealthmanagement.com](https://hywealthmanagement.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $41,727,412 | 2 | September 26, 2024 |
| October 2025 | $59,821,806 | 2 | February 11, 2025 |
| October 2026 | $82,552,678 | 2 | March 15, 2026 |

Regulatory assets under management: $41,727,412 in the October 2024 data and $82,552,678 in the October 2026 data, up 98%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $59,821,806 to $82,552,678 (+38%).

### March 2026
- Registered or notice-filed in LA.

### February 2026
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hyjc Capital of WNY (CRD 325574): Form ADV filing data as of October 2026.