JTM Carey Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JTM Carey Capital LLC provides discretionary asset management to individuals, high‑net‑worth clients, and business entities and also offers retirement-plan advisory services. The firm documents client goals and implements investment programs, and its ERISA work includes both limited 3(21) fiduciary support and full 3(38) investment‑manager services such as IPS development, option monitoring, and participant education.
Portfolios are constructed using a mix of fundamental, technical and charting analysis and may employ both long‑ and short‑term strategies under the firm’s discretionary authority, with quarterly account reviews. The brochure also notes the firm provides individual portfolio management alongside its plan work — a combination that is less common among firms in this regulatory category.
The firm discloses a material affiliation with an insurance business and that its principals devote a substantial portion of their time to insurance activities, with associated commission compensation disclosed as a potential conflict of interest. JTM Carey Capital does not act as a private‑fund adviser, imposes no account minimums, and delegates proxy voting to clients, operational features that distinguish it from many peers.
Client services
Expertise
Occupation focus
Fee options
up to 2%, negotiable
Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents.
Main office
724 W Montrose Street
Clermont FL 34711
Advisors at this office
1
Most active in
Florida
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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