JC CAPITAL ADVISORS GROUP LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- Exchange Traded Equities1%
Owners & executives
1 of 1KEVIN DUFFY
Chief Compliance OfficerCRD 1852595
Contacts
1 of 1JAMES COOK
Managing PartnerCRD 2764871
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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