James Capital Management LLC

Overview

James Capital Management LLC is a small, fee-based advisory firm organized as a limited liability company that serves individual and family clients. The firm bills on a percentage-of-AUM basis and lists portfolio management for individuals and small businesses as its primary advisory activity; it also produces periodicals or newsletters. The firm reports an equity-oriented investment posture: exchange-traded equities are the dominant asset type in its managed portfolios and it does not identify as an active ESG investor. Ownership is individual and the adviser is classified as unclassified on filings. The firm's use of a major online custodian and its focus on exchange-traded instruments point to a liquid, market-facing approach — likely favoring ETFs and individual stocks for core allocations, supplemented by third-party alternative managers for targeted exposure. Publication activity suggests the firm also communicates market views or strategy commentary to clients.

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Location & Offices