J.R. Prunier Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J.R. Prunier Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individual clients (including high-net-worth individuals) and retirement plans. The firm prepares an Investment Policy Statement for each client and may also direct clients to third‑party advisers as part of its services.
Portfolios are tailored to clients’ goals, time horizon, and documented risk tolerance using fundamental analysis and modern portfolio theory; the firm discloses use of long‑term trading and margin transactions as part of its strategies. JRPCML typically operates under discretionary authority, uses model allocations when appropriate, and delivers quarterly custodial reporting.
Distinctive features disclosed in the brochure include a recent transition to SEC registration in 2025 and a requirement that clients custody assets at Schwab Institutional, through which the firm may receive research, technology and other services (including potential soft‑dollar benefits). The firm also uses Standing Letters of Authorization (SLOAs) for certain transfers, discloses compensation from third‑party advisers it recommends, manages roughly $407 million in assets, and has no account minimums—alongside offerings that include ETFs in precious‑metal sectors and pension consulting for plan sponsors.
Client services
Expertise
Fee options
Financial planning fees generally between $1,800 and $20,000 depending on complexity, negotiable
$0 - $500,000: 1.20% $500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.60% $25,000,001+: 0.50%
Main office
See office61 Boyden Rd., Suite 2
Holden MA 01520
Advisors at this office
2
Offices (2)
Most active in
Massachusetts · New Hampshire · Texas · Washington
Also doing business as
J. R. Prunier Capital Management · J.R. Prunier Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey P
CFP®, Series 66
Holden, MA
J.R. Prunier Capital Management LLC
Jeffrey Prunier is a CFP® with 10 years of industry experience and is currently a principal at J.R. Prunier Capital Management LLC, where he has worked since 2022. His prior experience includes positions at The Colony Group and Edward Jones. He serves on the boards of the Wachusett Area Chamber of Commerce and the Laurel Lake Association and speaks on RIA industry trends and differentiators. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individual clients, including high-net-worth individuals, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing fundamental analysis and modern portfolio theory, and operates primarily under discretionary authority.
Thomas G
CFP®
Washougal, WA
J.R. Prunier Capital Management LLC
Thomas Grunbeck is a CFP® professional affiliated with J.R. Prunier Capital Management LLC with seven years of industry experience. He previously worked at Grunbeck Financial Services, LLC and Core Corner, and held other roles since 2016. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals and retirement plans. The firm tailors portfolios to client goals and risk tolerance using fundamental analysis and modern portfolio theory, operating mostly under discretionary authority with quarterly custodial reporting.
Donald S
CFP®
Holden, MA
J.R. Prunier Capital Management LLC
Donald Sienkiewicz is a CFP® professional with two years of experience currently serving as the sole advisor at J.R. Prunier Capital Management LLC. His prior roles include positions at Professional Advisory Services, Inc., Advocates Financial LLC, and a 13-year tenure at Estate Preservation & Planning. Outside of advisory work, he manages a land development LLC in New Hampshire and serves as a trustee for an irrevocable life insurance trust. J.R. Prunier Capital Management LLC is an independent registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental analysis and modern portfolio theory to create tailored portfolios and maintains a specialized pension consulting practice for employee benefit plans.
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