A complete list of active advisors currently associated with J.P. Capital Management, Inc.

Warmer can help you find a great advisor at J.P. Capital Management, Inc. or one who fits your needs even better.

J.P. Capital Management provides ongoing portfolio management and financial consulting to individuals, businesses, trusts and estates. The firm typically manages client accounts on a discretionary basis and also offers stand‑alone consulting engagements, including fixed‑fee projects the brochure lists in the $100,000–$200,000 range. The firm’s investment process is tailored to each client and spans broadly diversified portfolios to more active, dynamic trading strategies implemented through proprietary allocation frameworks. Investment instruments noted in the brochure include exchange‑listed equities and ETFs, exchange‑traded options, short sales, margin, commodity interests and selected cryptocurrencies, and the firm operates Trading Accounts subject to performance‑based fees calculated with a high‑water mark. Compared with many independent single‑advisor firms, J.P. Capital’s use of derivatives, commodity‑interest trading and borrowing within managed accounts — along with its charging of performance‑based fees (16–20% for Trading Accounts) while also managing asset‑based accounts — are relatively uncommon features. The brochure also highlights work with corporate/business clients, the firm’s block‑trade allocation practices, and participation in institutional custodian programs, which together create operational and compensation arrangements that differ from many peers.

To learn more about the advisors currently working at J.P. Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.