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J2 CAPITAL MANAGEMENT, INC.
CRD 152964 · SEC 801-107928
1301 W LONG LAKE RD, SUITE 260, TROY, MI, 48098, United States
Phone
248-641-4444
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.7M
Discretionary AUM
$195.7M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; SUBADVISER FEES
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $45.4M |
| High net worth individuals | 76 | $137.8M |
| Pension/profit sharing plans | 1 | $1.8M |
| Other investment advisers | 1 | $9.7M |
| Corporations/business entities | 2 | $1.0M |
States served
LA, MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD