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| JP Capital Management Inc
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|
|
|---|---|
| CRD # | 142109 |
| SEC # | 801-136722 |
| CIK # | |
| AUM | $166.6 M (2026-06-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 541-343-2064 |
| Address | 4990 Hunters Glen Dr Eugene, OR 97405 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 9.5 |
| (b) Individuals (high net worth individuals) | 25 | 156.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 162 | 166.6 |
| By Discretionary | ||
| Discretionary | 146 | 162.1 |
| Non-Discretionary | 16 | 4.5 |
| Total | 162 | 166.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.6 | |
| Total | 162 | 166.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Illuminate Wealth Management LLC
✚
|
IL | 0.2 |
|
South Texas Capital Advisors LLC
✚
|
TX | 0.2 |
|
The Monitor Group Inc
✚
|
GA | 0.2 |
|
May William Michael
✚
|
0.2 | |
|
SAS Financial Advisors LLC
✚
|
CA | 0.2 |
|
8th Street Investments LLC
✚
|
VA | 0.2 |
|
Hunter Street Investment Advisors LLC
✚
|
NC | 0.2 |
|
Mutual Trust Advisory Group Inc
✚
|
FL | 0.2 |
|
Black Horse Wealth Management LLC
✚
|
0.2 | |
|
John Boyer Inc
✚
|
FL | 0.2 |