JV Global Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,048,409
Clients
16
Advisors
1
of 2 employees
About
JV Global Capital, Inc. provides wealth and portfolio management, financial planning, retirement and estate planning, and institutional retirement plan consulting to high‑net‑worth and individual clients, as well as corporations, trusts and other institutional clients. The firm also offers newsletters and multi‑family office services and supports both household investment management and plan-level advisory engagements.
The firm follows a goals‑based, customized investment process that emphasizes suitability and client approval: most household portfolios are managed on a non‑discretionary basis with investment proposals presented to clients for approval, and financial planning and IPS work are supported by tools such as RightCapital and Morningstar Advisor Workstation. For retirement plans JVGC provides both 3(21) co‑fiduciary monitoring and 3(38) discretionary menu management, coordinating with external counsel, tax advisors and custodians as part of implementation and reporting.
JVGC’s ownership structure includes an indirect affiliation with Banca Afirme in Mexico, and the firm reports a meaningful non‑U.S. client orientation, a combination that is uncommon among similar supported advisers. Its operating mix is also atypical for peers: a predominance of non‑discretionary retail AUM alongside institutional 3(38) services, the routine publication of regulated newsletters, and the use of compensated external referrers and multi‑family office services.
Client services
Expertise
Occupation focus
Fee options
Fixed fees may be charged for ERISA plan consulting services; fees subject to negotiation.
$0 - $100,000: 1.75% $100,001 - $250,000: 1.65% $250,001 - $1,000,000: 1.50% $1,000,001 - $10,000,000: 1.25% $10,000,000 - $20,000,000: 1.00% $20,000,000+: 0.75%
Hourly fees available for ERISA plan consulting services; fees subject to negotiation.
Subscription fees may be charged for newsletters and publications but clients are not charged fees for newsletters.
Account minimum: $500,000 for domestic customers, $1,000,000 for international customers Fee-only: Fee only advice; no commissions or sales charges received by the firm or representatives.
Main office
1980 Post Oak Blvd., Suite 301
Houston TX 77056-3899, United States
Offices (1)
Most active in
Texas
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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.
Forms ADV
Quick links
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