Rj Capital LLC

RJ Capital, LLC is an investment advisory firm based in Houston, Texas, established in 2002 and transitioned to a limited liability company in 2018. The firm specializes in providing asset management services tailored to individual needs, including the creation of customized portfolios consisting of various securities. Additionally, they offer retirement plan consulting services to employer plan sponsors, assisting in establishing investment policies and educating plan participants. RJ Capital does not have a minimum initial investment requirement for asset management services. They charge fees based on a percentage of assets under management, ranging from 0.85% to 1.50%. The firm acts as a fiduciary, committed to providing full disclosure and acting in the best interests of clients. Investment discretion is granted through a signed agreement, and clients receive quarterly account reviews. RJ Capital does not accept proxy authority to vote client securities and does not provide financial information due to specific criteria not being met. The firm utilizes various methods of analysis, including charting, cyclical analysis, fundamental analysis, and technical analysis, to formulate investment advice. Investment strategies include cash equivalents, long-term purchases, short-term purchases, and trading. Clients are informed about the risks associated with investing, such as capital risk, company risk, and market risk. RJ Capital has a Code of Ethics in place to ensure ethical conduct and compliance with securities laws. The firm has affiliations with Avidian Wealth Solutions, LLC and BKLM Financial Consulting, offering insurance products and consulting services, respectively.