S
Social Justice Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,064,000
Clients
1
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$1,064,000
About
Social Justice Capital LLC provides discretionary and non-discretionary portfolio management, financial planning and consulting, and public educational seminars and workshops. The firm serves individuals, high-net-worth individuals, trusts, charitable organizations and business entities and does not require a formal account minimum.
Portfolios and plans are built around each client’s goals, time horizon and risk tolerance, with the option for the adviser to exercise trading discretion or to obtain prior client approval for each transaction. The firm uses methods such as fundamental and technical analysis, Modern Portfolio Theory and Monte Carlo planning, and conducts periodic account reviews and monitoring.
Distinctive features include a structured seminar and workshop program for the public — an uncommon service for firms in this category — offered separately from client-specific advice. The firm was recently registered, manages roughly $1.06 million in client assets, the owner maintains outside non-investment activities (performing arts and solar-related work), it permits client-imposed socially conscious investment restrictions, and it does not vote client proxies.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Full financial plans offered based on flat fee between $100-$10,000; Seminars and workshops fees $50-$1,000 per event; Ongoing financial planning charged monthly in advance $100-$10,000 per month depending on complexity
up to 2% annually (negotiable, flat rate)
$250 per hour for consultation services
Ongoing Financial Planning services charged monthly in advance $100-$10,000 per month depending on complexity
Fee-only: Financial planning consultation services at $250 per hour
Main office location
Social Justice Capital LLC
Bethlehem PA, United States
Number of offices
1
Most active in
Social Justice Capital LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")