Jaston Capital, LLC

RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$147K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284543
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Jaston Capital, LLC is a small, owner-operated advisory firm that manages discretionary portfolios for individuals, families and small businesses. The firm runs a fee model based on a percentage of assets under management and emphasizes exchange-traded equities as its primary exposure. Jaston Capital is not positioned as an ESG-focused allocator; its stated activity centers on portfolio management and direct equity exposure rather than broad institutional consulting. Given its asset base and custodian footprint, the firm appears to operate as a hands-on boutique adviser: modest scale, direct trading access, and tailored relationships with a limited client roster. The adviser uses an execution-friendly custodian that supports active trading in stocks and ETFs, which aligns with a strategy concentrated in publicly traded equities and ETF wrappers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Cash & Cash Equivalents 15%, Public Funds/Mutual Funds 13%, Derivatives 1%71%
  • Exchange Traded Equities71%
  • Cash & Cash Equivalents15%
  • Public Funds/Mutual Funds13%
  • Derivatives1%

Contacts

1 of 1
  • Jeremy Northum

    OwnerCRD 6679568

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth