JC CAPITAL ADVISORS GROUP LLC

RIASEC RegisteredEst. 2026
Total AUM
$263M
Discretionary
$263M
100% of AUM
Avg account
$739K
Accounts
356
Employees
2
Advisory reps
2

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
339298
Registered since
January 15, 2026
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI77.56%
  • Individuals10.65%
  • Pension & Profit Sharing Plans6.84%
  • Corporations / Businesses4.94%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

JC Capital Advisors Group LLC is a small, independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and serves both individual and family clients as well as some institutional relationships. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Cash & Cash Equivalents 5%, US Government Bonds 4%, Exchange Traded Equities 1%90%
  • Public Funds/Mutual Funds90%
  • Cash & Cash Equivalents5%
  • US Government Bonds4%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • KEVIN DUFFY

    Chief Compliance OfficerCRD 1852595

Contacts

1 of 1
  • JAMES COOK

    Managing PartnerCRD 2764871

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
60 Long Ridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth