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BCJ CAPITAL MANAGEMENT, LLC

Business and Investment Profile

The BCJ CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $2.82Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BCJ CAPITAL MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 117.84% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 25.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 31 office locations with their Headquarters at 8355 EAST HARTFORD DRIVE SUITE 105, SCOTTSDALE, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 55 employees comprised of 55 investment and 0 non-investment staff. The total number of Employees increased by 41.03% over the last 5-years.

Asset Profile

Their $2.82Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 149 other accounts. Assets of High Net Worth Individuals clients own $1.51Bn or 53.43% of Total Assets and Individuals own $932.11mn or 33% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

BCJ CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: BCJ CAPITAL MANAGEMENT, LLC

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Keywords: BCJ Capital Management, Trek Financial, BCJ, Trek
Generated 2026-09-12T06:48:39.1669452.  © 2026 Convergence.