Bcj Capital Management

Bcj Capital Management (CRD# 109376) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $336,766,419 in 2,249 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    337
    MILLION
  • Total Number of Accounts
    2,249
    ACCOUNTS
  • Average Account Value
    $149,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, NV, OR, TX, UT, VA, WA

Financial Advisors at Bcj Capital Management
Showing 1 - 10 of 26 top financial advisors.
1
Clinton R. Brown
CRD#: 4367308
1181 Puerta Del Sol, Suite 100, San Clemente, CA 92673
96
Wealthminder
score

Clinton Brown (CRD# 4367308) is an Investment Advisor Representative working at Bcj Capital Management in San Clemente, CA and has over 15 years of experience in the finance industry. Clinton Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David D. Carroll
CRD#: 1801652
6720 North Scottsdale Road, Suite 375, Scottsdale, AZ 85253
96
Wealthminder
score

David Carroll (CRD# 1801652) is an Investment Advisor Representative working at Bcj Capital Management in Scottsdale, AZ and has over 28 years of experience in the finance industry. David Carroll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Anthony J. Christensen
CRD#: 5709608
107 S. 1470 E. Suite 101, Saint George, UT 84790
96
Wealthminder
score

Anthony Christensen (CRD# 5709608) is an Investment Advisor Representative working at Bcj Capital Management in Saint George, UT and has over 6 years of experience in the finance industry.

4
David P. Andersen
CRD#: 2646200
West Haven, UT
93
Wealthminder
score

David Andersen (CRD# 2646200) is an Investment Advisor Representative working at Bcj Capital Management in West Haven, UT and has over 21 years of experience in the finance industry.

5
Andrea W. Bauer
CRD#: 4221332
6720 North Scottsdale Road, Suite 375, Scottsdale, AZ 85253
93
Wealthminder
score

Andrea Bauer (CRD# 4221332) is an Investment Advisor Representative working at Bcj Capital Management in Scottsdale, AZ and has over 15 years of experience in the finance industry.

6
Stephen C. Captain
CRD#: 1637709
6720 North Scottsdale Road, Suite 375, Scottsdale, AZ 85253
93
Wealthminder
score

Stephen Captain (CRD# 1637709) is an Investment Advisor Representative working at Bcj Capital Management in Scottsdale, AZ and has over 25 years of experience in the finance industry.

7
Jared N. Johnsen
CRD#: 2983728
375 South 300 West, Salt Lake City, UT 84101
93
Wealthminder
score

Jared Johnsen (CRD# 2983728) is an Investment Advisor Representative working at Bcj Capital Management in Salt Lake City, UT and has over 18 years of experience in the finance industry.

8
Lahn B. Simmons
CRD#: 2231190
7440 S. Creek Road, Suite 444, Sandy, UT 84093
93
Wealthminder
score

Lahn Simmons (CRD# 2231190) is an Investment Advisor Representative working at Bcj Capital Management in Sandy, UT and has over 24 years of experience in the finance industry.

9
Deborah L. Sopher
CRD#: 2736608
4545 Bissonnet, Suite 284, Bellaire, TX 77401
93
Wealthminder
score

Deborah Sopher (CRD# 2736608) is an Investment Advisor Representative working at Bcj Capital Management in Bellaire, TX and has over 20 years of experience in the finance industry.

10
Denis R. Wheatley
CRD#: 1157887
4737 Stonehedge Drive, Santa Rosa, CA 95405
93
Wealthminder
score

Denis Wheatley (CRD# 1157887) is an Investment Advisor Representative working at Bcj Capital Management in Santa Rosa, CA and has over 10 years of experience in the finance industry.

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