A complete list of active advisors currently associated with James Capital Management LLC
Warmer can help you find a great advisor at James Capital Management LLC or one who fits your needs even better.
James Capital Management LLC provides discretionary and non‑discretionary investment advisory services to individual clients through separately managed accounts, operating two defined trading programs. The firm manages approximately $4.0 million for a small client base and delivers portfolio management, trade execution, and related client reporting. JCM’s investment approach combines fundamental and technical analysis with behavioral‑economics insights to identify mispriced opportunities, typically concentrating capital in a 1–20 position basket and targeting absolute returns over an 18–24 month horizon. The strategy may employ short selling, derivatives and leverage (including margin/borrowing in client accounts) and is implemented differently across Trading Program 1 (discretionary) and Trading Program 2 (client‑restricted or non‑discretionary). Compared with many peers, JCM publishes periodic client communications such as newsletters and explicitly uses borrowing/margin in separately managed accounts, practices that are uncommon among similar independent advisers. The firm’s very small roster and the managing director’s daily oversight of accounts, along with the availability of a performance‑based incentive allocation for qualified clients under Trading Program 1, further distinguish its operating model.
To learn more about the advisors currently working at James 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.
Name |
Location |
Years of experience |
|---|---|---|
Wenatchee, WA
| 15
|
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