JFD Capital, LLC
RIAState Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$2.6M
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334762
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JFD Capital, LLC is an independent, owner-operated limited liability company that provides discretionary portfolio management primarily to individuals, families and small businesses. The firm charges traditional asset-based fees and also accepts performance-based fees, and it does not operate as a capital allocator for external managers. Advisory work centers on customized portfolio management rather than pension consulting or multi-state advisory programs. JFD Capital does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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