J.P. Capital Management, Inc.

RIASEC Registered
Total AUM
$167M
Discretionary
$162M
97% of AUM
Avg account
$1M
Accounts
162
Employees
1
Advisory reps
1

Firm details

Headquarters
EUGENE, Oregon
CRD number
142109
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI93.86%
  • Individuals5.73%
  • Charitable Organizations0.39%
  • Corporations / Businesses0.02%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

J.P. Capital Management, Inc. is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm runs largely discretionary mandates and shows a clear preference for equity exposure, deployed primarily through exchange-traded instruments. Its business profile also includes commodity trading activity consistent with CPO/CTA operations, which suggests the firm is active in futures or pooled commodity strategies in addition to traditional advisory work. Fee arrangements are flexible — the firm uses asset-based fees alongside hourly, fixed and performance-based fee options — enabling it to tailor pricing to varying client needs. Clientele skews toward high-net-worth individuals and families; the adviser’s structure and services aim to accommodate multi-account relationships and bespoke portfolio construction rather than mass-market retail clients. J.P. Capital Management is not positioned as an ESG-focused allocator and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Derivatives 20%, Non-Exchange Traded Equities 11%, US Government Bonds 11%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 1%48%
  • Exchange Traded Equities48%
  • Derivatives20%
  • Non-Exchange Traded Equities11%
  • US Government Bonds11%
  • Public Funds/Mutual Funds9%

Contacts

1 of 1
  • JASON POLANSKY

    FounderCRD 4261122

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EUGENE, OR

LANE

Location

EUGENE, OR

Headquartered in EUGENE, OR, in the West of the United States.

Region
West
County
LANE
Address
4990 Hunters Glen Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth