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BCJ Capital Management Share
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Overview Share
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Scottsdale, Arizona
$1.0 billion AUM
29 offices

BCJ Capital Management is based in Scottsdale, Arizona and has $1.0 billion in assets under management.

Location
8355 East Hartford Drive
Suite 105
Scottsdale, AZ 85255
$1.0 billion
AUM
38
Employees
AUM Share
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$1,017,245,829
Assets under management
2,471 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 2,070 $417,582,130 41% $201,730
High net worth individuals 277 $499,781,502 49% $1,804,265
Pension and profit sharing plans 87 $94,926,251 9% $1,091,106
Charitable organizations 5 $1,062,414 0% $212,483
Other corporations or businesses 32 $3,893,532 0% $121,673
Employees Share
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38
Employees
34
Investment analysts
89% of total employees
AUM per employee Share
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$1,017,245,829
Assets under management
$26,769,627
AUM per employee
$29,918,995
AUM per investment analyst
About Share
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Compensation

BCJ Capital Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

BCJ Capital Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
Firm data Share
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CRD number 109,376
SEC number 801-58087
Legal structure Limited Liability Company
Legal governance Arizona, United States
Latest ADV filing date March 30, 2020

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