SBJ CAPITAL

2001 North Main Street
Suite 650
Walnut Creek, California 94596
Tel: 415-848-1990

About SBJ CAPITAL

SBJ CAPITAL, formally registered with the SEC as SBJ CAPITAL. The firm was established in 07/29/2022. They have over 3 offices throughout the country.

SBJ CAPITAL is a Walnut Creek, California based Financial Planning firm with nearly $615,714,461 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293841
SEC#	801-126318
Assets Managed by Firm	$615,714,461
No. of Clients	16
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$615,714,461

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