J2 Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$183,156,714
Clients
205
Advisors
2
of 2 employees
About
J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, and also serves corporations and other investment advisers. Its service set includes ongoing investment supervisory services, 401(k) management, variable annuity exchanges, financial planning, and strategies made available to other advisors on a subadvisory basis.
The firm documents client objectives in an Investment Policy Statement and typically acts with discretionary authority to implement and monitor portfolios, using a mix of charting, fundamental, technical and cyclical analysis. J2CM discloses use of artificial intelligence tools to assist with meeting documentation, compliance monitoring and operations; those tools are subject to written policies and human review before outputs are used with clients.
Noteworthy aspects of J2CM relative to many peers are its provision of subadvisory strategies for other advisors and its use of third‑party solicitors for client referrals, both of which extend its client base beyond retail individuals. The brochure also discloses a principal ownership interest in an unaffiliated AI platform and specific arrangements for managing digital‑asset accounts with custodians such as Gemini and Charles Schwab, along with related custody and standing‑authorization practices.
Client services
Expertise
Fee options
Fixed financial planning fees paid in advance, amount not specified; fees are negotiable and final fee schedule attached as Exhibit II
$100,000 - $500,000: 1.30% Above $500,000 - $1,000,000: 1.20% Above $1,000,000 - $2,000,000: 1.00% Above $2,000,000+: 0.80%
$250 per hour for financial planning services
Account minimum: $100,000 (may be waived based on client needs and complexity); Subadvisory accounts minimum ranges between $25,000 and $100,000 depending on strategy
Main office
1301 W Long Lake Rd, Suite 260
Troy MI 48098
Advisors at this office
2
Most active in
Florida · Louisiana · Michigan · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
John B
Series 63, Series 65
Troy, MI
J2 Capital Management, Inc.
John Benedict is a financial advisor at J2 Capital Management, Inc. in Troy, Michigan, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J2 Capital Management since 2010, with prior experience at Alpha Cubed Investments LLC and Node AI, Inc. He is a 50% shareholder of J2 Capital Management and serves as Chief Investment Officer and in client relationship management. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm uses a combination of charting, fundamental, technical, and cyclical analysis, incorporating artificial intelligence tools subject to human review, and offers subadvisory strategies that extend its client base beyond typical retail investors.
John S
CFP®, Series 63, Series 65, Series 66
Troy, MI
J2 Capital Management, Inc.
John Salomon Jr. is a CFP® professional with 22 years of experience in the financial industry. He is a principal and part-owner of J2 Capital Management, Inc., where he has worked since 2010, and he also operates Salomon and Associates PLLC, a CPA firm specializing in tax preparation. His prior roles include a position at Alpha Cubed Investments LLC and involvement with Node AI, Inc. Outside of financial advising, he manages tax services through his CPA firm. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm employs a range of analytical methods and incorporates artificial intelligence tools to support compliance and operations, while also offering subadvisory strategies and managing digital-asset accounts.
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