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Jlj Capital Management, LLC (Houston)


Jlj Capital Management, LLC is an adviser based in Houston. It manages $20.06 million of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2005.




Jlj Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jlj Capital Management: assets under management

The assets under management (AUM) of Jlj Capital Management, LLC is $20.06 million. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.57 million in discretionary accounts and $492.93 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $61.62 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jlj Capital Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Jlj Capital Management, LLC performs its advisory services is located at 1200 Post Oak Blvd. #1503, Houston, TX 77056 The mailing address of the firm is Po Box 22486, Houston, TX 77227. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-552-9594 or by fax 713-522-9594. The normal business hours are 8:00 - 5:00 on Monday - Friday.


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