A complete list of active advisors currently associated with J.R. Prunier Capital Management LLC
Warmer can help you find a great advisor at J.R. Prunier Capital Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at J.R. Prunier Capital Management LLC, 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.
You can also browse J.R. Prunier Capital Management LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Washougal, WA
| 0
| |
Holden, MA
| 10
| |
Holden, MA
| 2
|
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