Jcap Advisors, LLC is a large advisory firm based in Memphis. It manages $590.41 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Tennessee.
Jcap Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jcap Advisors, LLC is $590.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 436% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jcap Advisors, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jcap Advisors is pooled investment vehicles with 1 clients and $590.41 million of assets under management. Among the 8 most similar advisory firms, Jcap Advisors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $590.41 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Jcap Advisors doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 19 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Jcap Advisors, LLC performs its advisory services is located at 6410 Poplar Avenue, Memphis, TN 38119, which is also the mailing address of the firm. An additional office of the firm is in Berwyn, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 901-567-9510 or by fax 901-201-5813. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.