# KJ Capital Management LLC

> KJ Capital Management LLC is an SEC-registered investment advisory firm, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 147495
- Filed as: KJ CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147495
- AdvisorCensus page: https://advisorcensus.com/firm/kj-capital-management-llc-147495

## Quick answers

**How is KJ Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KJ Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Is KJ Capital Management LLC registered with the SEC or a state?**
KJ Capital Management LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 147495.

**How much does KJ Capital Management LLC manage?**
KJ Capital Management LLC reports $106,971,740 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (96% discretionary).

**How have KJ Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for KJ Capital Management LLC: Regulatory assets under management: $63,602,944 in the October 2021 data and $106,971,740 in the October 2026 data, up 68%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does KJ Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (21).

**Which custodians does KJ Capital Management LLC use?**
KJ Capital Management LLC'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 KJ Capital Management LLC 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/147495

**Does KJ Capital Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "We generally require a minimum account size of $100,000 to open and maintain an advisory account. In our discretion, we may waive this minimum or we may combine the account values of family members living in the same household to meet this minimum or to determine the applicable advisory fee."

**What changed in KJ Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $88,012,961 to $106,971,740 (+22%). No longer lists an office in New York, NY. Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum account size of $100,000 to open and maintain an advisory account. In our discretion, we may waive this minimum or we may combine the account values of family members living in the same household to meet this minimum or to determine the applicable advisory fee.

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: $106,971,740
- Discretionary: $102,372,514
- Non-discretionary: $4,599,226

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $9,894,722 |
| High net worth individuals | 45 | $97,077,018 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kjcapitalmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $63,602,944 | 2 | January 26, 2021 |
| October 2022 | $77,582,647 | 2 | January 21, 2022 |
| October 2023 | $66,518,373 | 2 | February 15, 2023 |
| October 2024 | $79,461,372 | 2 | February 20, 2024 |
| October 2025 | $88,012,961 | 2 | February 14, 2025 |
| October 2026 | $106,971,740 | 2 | March 12, 2026 |

Regulatory assets under management: $63,602,944 in the October 2021 data and $106,971,740 in the October 2026 data, up 68%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $88,012,961 to $106,971,740 (+22%).
- No longer lists an office in New York, NY.
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KJ Capital Management LLC (CRD 147495): Form ADV filing data as of October 2026.