# MJC Advisors

MJC Advisors is a Bank / Wealth / Trust based in Lutherville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lutherville, United States
- **Region:** North America
- **Address:** Lutherville, MD, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** mjcadvisorsllc.com
- **LinkedIn:** https://www.linkedin.com/company/mjc-advisors-llc

## Regulatory record

- **CRD number:** 136839
- **SEC file number:** 801-117936
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136839

## About

Founded in 2005, MJC Advisors is a Maryland-based RIA registered with the SEC. The firm delivers investment advisory services to individuals, high-net-worth families, and corporate clients. Its core offering spans asset management and financial planning, anchored by a custody relationship with Charles Schwab. The firm's investment posture is built around customized strategies rather than packaged products. Public disclosures point to a mandate encompassing equities, fixed income, and cash management across separately managed accounts. Geographic activity concentrates on the mid-Atlantic region, though the firm does not publish specific portfolio holdings or a refined breakdown of asset-class exposure. Team size, AUM, and principal identities are not publicly stated. The firm's website emphasizes experience and client alignment without naming individual investment decision-makers or a formal investment committee structure. No adjacent philanthropic vehicles, co-investment clubs, or subsidiary operating entities are disclosed. MJC Advisors' structural distinction lies in its small-firm, Charles Schwab-custodied model—an architecture that outsources custody and clearing while retaining in-house portfolio construction. This creates a compliance separation between asset selection and safekeeping, a governance feature common among boutique RIAs but poorly documented in MJC's own public materials.

## Questions

### What types of clients does MJC Advisors serve?

The firm's regulatory disclosures indicate it advises individuals, high-net-worth individuals, and corporations. Its website focuses on customized investment strategies, financial planning, and risk management tailored to each client's objectives, though it does not publish a minimum account size or detailed client demographics.

### How is MJC Advisors regulated?

MJC Advisors operates as an SEC-registered investment advisor. SEC registration subjects the firm to fiduciary standards, recordkeeping requirements, and periodic examinations. Its Form ADV, filed with the SEC, contains the firm's official disclosures on services, fees, and potential conflicts of interest.

### Who makes investment decisions at MJC Advisors?

MJC Advisors does not publicly name its investment committee, lead portfolio managers, or principals on its website or in accessible regulatory summaries. The absence of disclosed personnel makes it difficult for an outside allocator to understand the concentration of investment authority or the team's professional backgrounds.

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- [MJB Asset Management](https://altss.com/profile/mjb-asset-management)
- [MJH Foundation](https://altss.com/profile/mjh-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

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