JC Capital Advisors Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
JC Capital Advisors Group LLC
CRD #339298
SEC #801-134998
CIK #
AUM 263.0 M (2026-06-03)
Employees 2 (50% Investors, 0% Brokers)
Fees
Minimum
Phone203-889-3400
Address60 Long Ridge Road
Stamford, CT 06902
Source [IAPD] [Website]
Total AUM ($M)
3002401801206002010201520212027
AUM Breakdown Accounts AUM ($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
Firm Profile (Form ADV)
ServesRetail
LEI41-2469993
Comparable Firms State AUM
Birch Financial Group LLC
NH 264.7 M
KRM Wealth Management LLC
NV 264.7 M
WYZE Wealth Advisors LLC
PA 264.5 M
Comprehensive Financial Planning Corporation
VA 263.9 M
Guidestream Financial Inc
MI 263.5 M
Mount Tamalpais Asset Management LLC
CA 262.5 M
Pring/Turner Capital Group Inc
CA 262.1 M
Bull Oak Capital LLC
CA 261.6 M
Tiller Partners LLC
CA 261.5 M
Utopia Wealth Management LLC
FL 261.4 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com