A complete list of active advisors currently associated with JC Capital Advisors Group LLC
Warmer can help you find a great advisor at JC Capital Advisors Group LLC or one who fits your needs even better.
JC Capital Advisors Group LLC is a newly formed SEC‑registered investment adviser that offers discretionary portfolio management and customized financial planning and consulting services for institutional and pooled accounts as well as other client types listed in its brochure (pensions, charities, trusts and individuals). The firm states it implements trading authority across ETFs, mutual funds, individual equities and bonds and, as of the brochure date, reported no assets under management or active client accounts. The firm’s investment process is driven by a macroeconomic analysis framework used to set asset allocation and to adjust equity exposure for risk mitigation rather than short‑term market timing, and it offers five broad objective categories (Aggressive Growth, Growth, Growth Income, Balanced, Income). JCCA requires a written investment advisory agreement, typically exercises discretionary authority, charges percentage‑of‑AUM fees deducted quarterly in advance, and generally recommends Schwab as the qualified custodian and execution venue. Noteworthy operational features include that the firm is new with zero AUM and a single advisory principal who is transitioning from another registered adviser, and that some representatives are licensed insurance agents who may receive commission compensation for insurance sales, a potential conflict of interest. The brochure also discloses access to Schwab’s institutional research, technology and practice‑management services and the use of standing letters of authorization for third‑party disbursements, operational arrangements prospective institutional counterparties may wish to review.
To learn more about the advisors currently working at JC Capital Advisors Group 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 |
|---|---|---|
Stamford, CT
| 21
|
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