A complete list of active advisors currently associated with Jasmijn Capital Management, LLC

Warmer can help you find a great advisor at Jasmijn Capital Management, LLC or one who fits your needs even better.

Jasmijn Capital Management provides discretionary investment management through its Advisor Managed Portfolios wealth‑management platform to individuals, trusts, estates and similar clients. The firm manages roughly $71 million across about 249 client accounts and arranges execution and custody through a third‑party custodian. Investment recommendations are driven by risk‑tolerance questionnaires and an optimization process that uses efficient‑frontier plotting, fund profiling and a math‑based risk assessment; the adviser may employ model sub‑portfolios for specific segments such as small‑cap equities. Portfolios can include mutual funds, ETFs, individual equities and debt, are actively rebalanced (which can increase taxable events), and the firm may, in rare circumstances, use unleveraged inverse ETFs to hedge while avoiding margin, options, and illiquid securities. Notably, the firm has an insurance affiliation: a firm principal is a licensed insurance agent and the firm discloses that about 10% of its time is devoted to securities and life‑insurance commission business, with fixed annuities sometimes recommended as an alternative for fixed‑income allocations—an arrangement that the brochure identifies as a potential conflict of interest. Operationally, the firm relies on a single, platform‑based approach with a custodian that absorbs certain transaction charges for NTF accounts, which is a distinctive setup for a small, two‑advisor practice managing this scale of assets.

To learn more about the advisors currently working at Jasmijn 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.