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JKG CAPITAL LLC
CRD 284609
55 POST ROAD WEST, 2ND FLOOR, WESTPORT, CT, 06880, United States
Phone
1-203-571-3557
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.2M
Discretionary AUM
$15.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; FINANCIAL PLANNING INCLUDED FOR CLIENTS WITH AUM.
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.8M |
| High net worth individuals | 11 | $13.4M |
All web addresses on file
Official SEC filing: View on IAPD