|
⚲
|
| Keyboard |
| JB Capital LLC
✚
|
|
|---|---|
| CRD # | 171168 |
| SEC # | 801-79713 |
| CIK # | 0001879371 |
| AUM | 2,784.5 M (2026-02-25) |
| Employees | 64 (56% Investors, 0% Brokers) |
| Phone | 860-372-4800 |
| Address | 100 Great Meadow Road Wethersfield, CT 06109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Target Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| PNC Financial Services Group Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,314 | 1.5 |
| (b) Individuals (high net worth individuals) | 724 | 1.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,540 | 2.8 |
| By Discretionary | ||
| Discretionary | 14,540 | 2.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14,540 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 14,540 | 2.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001879371] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cooper Financial Group
✚
|
CA | 2,852.5 M |
|
Investment Consulting Group Inc
✚
|
IA | 2,840.7 M |
|
Trek Financial LLC
✚
|
AZ | 2,824.3 M |
|
Strategic Financial Services Inc
✚
|
NY | 2,807.6 M |
|
Rothschild Investment LLC
✚
|
IL | 2,792.2 M |
|
Equity Services Inc
✚
|
VT | 2,777.4 M |
|
Arete Wealth Advisors LLC
✚
|
IL | 2,745.4 M |
|
Bison Wealth LLC
✚
|
GA | 2,735.6 M |
|
SSB Wealth Management Inc
✚
|
VA | 2,725.7 M |
|
Bill Few Associates Inc
✚
|
PA | 2,723.2 M |