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JRL Capital Advisors LLC
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CRD # | 108162 |
SEC # | 801-57158 |
CIK # | |
AUM | $194.5 MM (2023-03-21) |
Employees | 6 (100% Investors, 100% Brokers) |
Phone | 949-650-2928 |
Address | 100 Pacifica Irvine, CA 92618 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 285 | 86.8 |
(b) Individuals (high net worth individuals) | 276 | 59.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 8.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 39.3 |
(n) Other | 0 | 0.0 |
Total | 565 | 194.5 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 565 | 194.5 |
Total | 565 | 194.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 194.5 | |
Total | 565 | 194.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Carmel Capital Management LLC
✚
|
CA | 0.2 |
Farrow Financial Inc
✚
|
VT | 0.2 |
Second 50 Financial LLC
✚
|
CA | 0.2 |
Fort Henry Capital LLC
✚
|
WV | 0.2 |
Buska Wealth Management LLC
✚
|
WI | 0.2 |
Ransom Advisory Ltd
✚
|
RI | 0.2 |
Otto & Associates Inc
✚
|
VT | 0.2 |
Beadell A D Investment Counsel Inc
✚
|
WI | 0.2 |
Total Solutions Enterprise LLC
✚
|
NC | 0.2 |
Tempered Investment Management Ltd
✚
|
0.2 |