Fee-only adviser · Arlington, VA
Ejf Capital LP
Ejf Capital LP is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Arlington, Virginia. On its latest Form ADV, filed September 4, 2026, it reports $6.1B in regulatory assets under management, 100 individual clients and 19 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 138854 · SEC file 801-65725 |
| Office | 2107 Wilson Boulevard Suite 410 Arlington, VA 22201 |
| Phone | (703) 997-5728 |
| Website | www.ejfi.com |
| Regulatory assets under management | $6.1B ($6.0B discretionary) |
| Individual clients | 100 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 44 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | September 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Arlington
- Evermay Wealth Management, LLC $1.3B
- Omega Wealth Management LLC $310M
- U.s. Advisors, Inc. $70M
- Doxa Capital, LLC $71M
- Contrary Investment Advisors $104M
- Mountain View Wealth Management LLC $54M
See all 26 fee-only advisers in Arlington →
Nearby
- Washington 21 firms
- Falls Church 3 firms
- Alexandria 21 firms
- Chevy Chase 9 firms
- Cabin John 1 firm
- Annandale 1 firm
- National Harbor 1 firm
- Bethesda 35 firms
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