Holden, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
J.R. Prunier Capital Management LLC
Supported
Firm-wide stats for J.R. Prunier Capital Management LLC
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.
Based on J.R. Prunier Capital Management LLC
Expertise
Based on J.R. Prunier Capital Management LLC
Location
61 Boyden Rd., Suite 2
Holden MA 01520
Advisors at this office
2
Advisors at this office
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.
Donald S
CFP®
Holden, MA
J.R. Prunier Capital Management LLC
Donald Sienkiewicz is a CFP® with three years of industry experience, currently with J.R. Prunier Capital Management LLC. His prior roles include positions at Professional Advisory Services, Inc., Advocates Financial LLC, and a long tenure with Estate Preservation & Planning. Outside of his advisory work, he manages First Light Neighborhood, LLC, which owns a cluster subdivision near his home in New Hampshire, and serves as a trustee for an irrevocable life insurance trust. J.R. Prunier Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals and retirement plans. The firm tailors portfolios based on client goals and risk tolerance, uses fundamental analysis and modern portfolio theory, and operates under discretionary authority with quarterly reporting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)