Rjl Capital Management, LLC (San Diego)

Rjl Capital Management, LLC is a large advisory firm based in San Diego. It manages $496.44 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

Rjl Capital Management provides portfolio management for investment companies and model portfolio adviser. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rjl Capital Management: assets under management

The assets under management (AUM) of Rjl Capital Management, LLC is $496.44 million. The firm's AUM has grown by 496342% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $201.81 million in discretionary accounts and $294.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.81 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $294.63 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rjl Capital Management, LLC for their services and products based on a percentage of assets under management. 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.

Careers at Rjl Capital Management, LLC

Joseph Paul Lucia has been acting as President since 1 Jan 2013. Mark Christopher Scalzo has served as the Chief Investment Officer since 1 Jun 2014 and Raymond Joseph Lucia is the Chief Executive Officer of Rjl Capital Management, LLC family office. Stephanie Lee Holly joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Raymond Joseph Lucia	Chief executive officer	1 Jun 2011	75% - 100%	4504365
Brent Robert Rivard	President	1 Jun 2011	Other	5716437
Llc Rjl Holding Company	Direct owner & managing member	1 Jun 2011	75% - 100%	27-1729008
Joseph Paul Lucia	Executive vice president	1 Jun 2011	Other	4945945
Theresa Jean Ochs	Chief compliance officer	1 Mar 2012	Other	4064049
Joseph Paul Lucia	President	1 Jan 2013	Other	4945945
Stephanie Lee Holly	Chief financial officer	1 Jan 2014	Other	5160645
Mark Christopher Scalzo	Chief investment officer	1 Jun 2014	Other	2365455

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Raymond Joseph Lucia	Managing member	1 Jan 2010	75% - 100%	4504365

Based in San Diego

The principal office where Rjl Capital Management, LLC performs its advisory services is located at 13520 Evening Creek Drive North, San Diego, CA 92128, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-644-1150 or by fax 858-726-1049. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.