JKG Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JKG Capital LLC advises individuals, family offices and other investors, providing customized financial planning, portfolio management and capital management services. The firm offers separately managed account programs and works with clients on strategy development, implementation and ongoing market analysis.
JKG’s investment process combines macroeconomic review with proprietary technical analysis conducted by its principal, who holds the Chartered Market Technician® (CMT) designation, and applies those inputs to a diversified core program that allocates to equities, bonds, commodities, real estate and alternative investments. Portfolios are managed on a discretionary basis and tailored to each client’s required, capacity and emotional tolerance for risk; the brochure notes some strategies involve active trading and use of alternative or leveraged ETF exposures and managed futures.
Compared with many solo independent advisers, JKG emphasizes technical market analysis and a principal background in futures trading, which the firm links to its proprietary, market-timing–oriented research and strategy development. The firm also discloses separately managed account programs that can include more complex instruments and notes the principal’s unrelated activity as a licensed real estate agent.
Client services
Expertise
Fee options
20% of new profits for Accredited Investors on some accounts
Account minimum: $10,000 Minimum fee: Minimum Advisory Fee is $500 per month per Client
Main office
55 Post Road West, 2nd Floor
Westport CT 06880
Advisors at this office
1
Most active in
Connecticut · Massachusetts
Also doing business as
Jkg · Jkg Capital 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 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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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