Jensen Capital Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a state-registered investment manager that provides discretionary portfolio management across cash, fixed income, equities, mutual funds and ETFs for individual clients, trusts, and estates; however, as of February 2, 2026 the firm reports zero assets under management and no clients. It does not take custody of client funds and manages client assets within third‑party custodian accounts under an Investment Advisory Agreement.
JCAM’s investment process combines fundamental and technical analysis overseen by an investment committee, with a focus on assembling portfolios from individual bonds and equities supplemented by low‑cost ETFs to enhance tax efficiency and limit fee layering. The firm tailors asset allocation to each client’s objectives and generally does not employ options, margin, short sales, or managed futures in client accounts.
What distinguishes the firm from many peers is its affiliation with real estate brokerage and private real estate investment activities: the firm’s principals hold real estate broker licenses and have active roles in real estate operating and holding entities, an arrangement the brochure identifies and discloses as not material to advisory activities. The principals also maintain substantial outside business roles with other financial and operating firms, and the brochure describes written safeguards around fee deductions and custody to manage potential conflicts.
Client services
Expertise
Fee options
1.0% annually
Account minimum: $100,000 Fee-only: Fee-only investment adviser; no commissions from securities sales
Main office
Rancho Santa Fe CA
Advisors at this office
2
Most active in
California
Also doing business as
Jensen Capital Asset Management · Jensen Capital Asset Management LLC · Jensen Capital Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Stephen J
Series 63, Series 65
Rancho Santa Fe, CA
Jensen Capital Asset Management
Stephen Jensen is a managing partner at Jensen Capital Asset Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Pickwick Capital Partners and Juniper Square Inc, where he serves as SVP of Sales. Jensen is also CEO and equity owner of Jensen Capital Group, a family office holding company. Jensen Capital Asset Management is a state-registered investment manager providing discretionary portfolio management for individuals, trusts, and estates. The firm combines fundamental and technical analysis to construct tax-efficient portfolios primarily using individual bonds, equities, and low-cost ETFs, and does not employ options, margin, short sales, or managed futures.
David J
Series 65, Series 63
Rancho Santa Fe, CA
Jensen Capital Asset Management
David Jensen is a financial advisor at Jensen Capital Asset Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BKM Capital Partners L.P. and RedHill Realty Investors. Outside of advisory activities, he is a licensed real estate broker and involved in real estate development through His Glory Development LLC. Jensen Capital Asset Management is a state-registered investment manager providing discretionary portfolio management for individuals, trusts, and estates. The firm combines fundamental and technical analysis to construct portfolios primarily from individual bonds and equities, supplemented by low-cost ETFs, with a focus on tax efficiency and tailored asset allocation.
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