|
⚲
|
| JC Capital Advisors Group LLC
✚
|
|
|---|---|
| CRD # | 339298 |
| SEC # | 801-134998 |
| CIK # | |
| AUM | $263.0 M (2026-06-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 203-889-3400 |
| Address | 60 Long Ridge Road Stamford, CT 06902 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 28.0 |
| (b) Individuals (high net worth individuals) | 97 | 204.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 18.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 13.0 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 263.0 |
| By Discretionary | ||
| Discretionary | 356 | 263.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 356 | 263.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.0 | |
| Total | 356 | 263.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Birch Financial Group LLC
✚
|
NH | 0.3 |
|
KRM Wealth Management LLC
✚
|
NV | 0.3 |
|
WYZE Wealth Advisors LLC
✚
|
PA | 0.3 |
|
Comprehensive Financial Planning Corporation
✚
|
VA | 0.3 |
|
Guidestream Financial Inc
✚
|
MI | 0.3 |
|
Mount Tamalpais Asset Management LLC
✚
|
CA | 0.3 |
|
Pring/Turner Capital Group Inc
✚
|
CA | 0.3 |
|
Bull Oak Capital LLC
✚
|
CA | 0.3 |
|
Tiller Partners LLC
✚
|
CA | 0.3 |
|
Utopia Wealth Management LLC
✚
|
FL | 0.3 |