A complete list of active advisors currently associated with JCM3 Asset Management, LLC

Warmer can help you find a great advisor at JCM3 Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at JCM3 Asset 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.