Account Minimums and Types of Clients — Form ADV Part 2A (4/3/2025)
[Brochure]
Item 7: Types of Clients
We offer investment advisory services to individuals, high net worth individuals, pension and profit-sharing
plans, trusts, estates, charitable organiza ons, corpora ons, and other business en es. In general, we
require a minimum account balance of $100,000.00. TJT Capital Group, in its sole discre on, may waive or
reduce its minimum account balance requirement.
AUM Breakdown
Accounts
AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)
96
208.8
(b) Individuals (high net worth individuals)
85
68.7
(c) Banking or thrift institutions
0
0.0
(d) Investment companies
0
0.0
(e) Business development companies
0
0.0
(f) Pooled investment vehicles
0
0.0
(g) Pension and profit sharing plans
4
13.9
(h) Charitable organizations
2
0.0
(i) State or municipal government entities
0
0.0
(j) Other investment advisers
0
0.0
(k) Insurance companies
0
0.0
(l) Sovereign wealth funds and foreign official institutions
0
0.0
(m) Corporations or other businesses not listed above