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JC CAPITAL ADVISORS GROUP LLC
CRD 339298 · SEC 801-134998
60 LONG RIDGE ROAD, STE 212, STAMFORD, CT, 06902, United States
Phone
203-889-3400
Fax
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Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$263.0M
Discretionary AUM
$263.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)GENERAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $28.0M |
| High net worth individuals | 97 | $204.0M |
| Pension/profit sharing plans | 3 | $18.0M |
| Charitable organizations | 2 | $19K |
| Corporations/business entities | 11 | $13.0M |
States served
AZ, CA, CO, GA, IL, IA, KS, ME, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, OR, PA, SC, WV, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD