J
Jessurum Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Jessurum Capital is a state‑registered investment adviser formed in December 2024 that provides portfolio management and tailored investment advisory services primarily to high‑net‑worth individuals, families, and trusts. The firm advises across a broad range of instruments—including ETFs, equities, fixed income, mutual funds, REITs, alternative investments, structured products, commodities, and real estate—and charges clients on an asset‑based fee basis.
The firm follows a long‑term, fundamentals‑based investment approach focused on asset allocation, diversification, and ongoing risk management, and it accepts discretionary authority to implement client‑specific investment policies and restrictions. Jessurum Capital conducts at least quarterly account reviews, provides quarterly written reports, and rebalances portfolios as needed to maintain alignment with clients’ objectives and stated constraints.
The initial brochure discloses the firm is newly established and currently manages no client assets, and it is led by a sole principal who retains full‑time employment outside the advisory business. The firm also discloses it does not charge performance‑based fees, does not accept commissions or soft‑dollar benefits, and may include alternatives, structured products, and direct real‑estate exposures in tailored portfolios—features that distinguish its operating and product mix from many peers.
Client services
Portfolio management
Expertise
Passive / index investing
Private / alternative investments
Real estate investing
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually
Fee-only: Fees are asset-based only; no commissions or other fee types accepted.
Main office location
Jessurum Capital
13817 Sw 39 Terr
Miami FL 33175, United States
Number of offices
1
Most active in
Jessurum Capital has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")