# MJC Advisors, LLC

> MJC Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 136839
- Filed as: MJC ADVISORS, 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/136839
- AdvisorCensus page: https://advisorcensus.com/firm/mjc-advisors-llc-136839

## Quick answers

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

**How much does MJC Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is MJC Advisors, LLC registered with the SEC or a state?**
MJC Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 136839.

**How much does MJC Advisors, LLC manage?**
MJC Advisors, LLC reports $190,314,069 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have MJC Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for MJC Advisors, LLC: Regulatory assets under management: $126,196,647 in the October 2021 data and $190,314,069 in the October 2026 data, up 51%. 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 MJC Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (12).

**Which custodians does MJC Advisors, LLC use?**
MJC Advisors, 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 MJC Advisors, 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/136839

**Does MJC Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "MJC does not impose any minimum requirements for opening or maintaining an account."

**What changed in MJC Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $171,032,313 to $190,314,069 (+11%).

## From the Form ADV filing

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

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

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> MJC offers to provide discretionary investment advisory services on a negotiable fee-only basis. MJC’s annual investment advisory fee is based upon a percentage (%) of the market value of assets placed under MJC’s management. The specific annual investment advisory fee, which will not exceed 1.00%

- Account minimum: None

> MJC does not impose any minimum requirements for opening or maintaining an account.

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: $190,314,069
- Discretionary: $190,314,069
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $83,791,092 |
| High net worth individuals | 12 | $103,072,851 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,450,126 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,196,647 | 2 | August 27, 2021 |
| October 2022 | $142,955,303 | 2 | March 23, 2022 |
| October 2023 | $133,166,962 | 2 | March 23, 2023 |
| October 2024 | $144,562,779 | 2 | March 21, 2024 |
| October 2025 | $171,032,313 | 2 | March 24, 2025 |
| October 2026 | $190,314,069 | 2 | March 12, 2026 |

Regulatory assets under management: $126,196,647 in the October 2021 data and $190,314,069 in the October 2026 data, up 51%.
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 $171,032,313 to $190,314,069 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MJC Advisors, LLC (CRD 136839): Form ADV filing data as of October 2026.