JCM3 Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JCM3 Asset Management provides ongoing discretionary portfolio management to a mix of institutional and retail clients, including individuals, businesses, retirement plans and other institutions. The firm requires a $500,000 account minimum and reported $2.21 million in discretionary assets under management as of December 31, 2025.
The firm applies a macro-driven approach to position model portfolios around valuation, economic/geopolitical views, and thematic opportunities, narrowing broad macro views into individual-stock selections that typically emphasize undervalued companies with strong market positions, low financial leverage, and solid growth prospects. Models primarily use individual equities (with international exposure noted as a primary vehicle) but may also include ETFs, ADRs, short-term instruments, foreign currency forward contracts, bonds and cash alternatives; individual client accounts are generally constructed to replicate the applicable model with limited client-imposed restrictions possible.
Distinctively for an investment-manager category firm, JCM3 accepts high-net-worth individual clients alongside institutional mandates, a pairing that is statistically less common among peers. The firm is small and recently formed, manages only on a discretionary basis, does not charge performance-based fees, does not vote client proxies (clients receive proxy materials directly), and relies on third‑party qualified custodians for trade execution and custody.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.90% $5,000,000+: 0.80%
Account minimum: $500,000
Main office
Edwards CO
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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”)