HYJC CAPITAL OF WNY, LLC
DBA: HYJC CAPITAL OF WNY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $82.6M |
| Discretionary | $82.5M100% of AUM |
| Non-Discretionary | $37K |
| Client Accounts | 407 |
| Avg Account Size | $203K |
| Employees | 2 |
| Peak AUM | $82.6MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $83M | +38.0% | +43.1% | — | |
| Discretionary AUM | $83M | ||||
Key Metrics
| Total AUM | $82.6M |
| Discretionary | $82.5M |
| Employees | 2 |
| Client Accounts | 407 |
| Client Range | 0 |
Contact & Location
Address
5989 BIG TREE RD
LAKEVILLE NY 14480
Phone
585-261-4435
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$83M
100.0% of AUM
Non-Discretionary
$37,251
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant