JKG Capital LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 284609
- Website
- jkgcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI88.37%
- Individuals11.63%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
JKG Capital LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and identifies itself as a capital allocator that places client capital with third‑party managers as well as managing portfolios directly. Its fee arrangements include percentage‑of‑AUM fees, fixed fees, and other fee arrangements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, manager selection, publication of periodicals or newsletters, market timing services, and investor education through seminars or workshops. The firm does not identify as an active ESG investor and is not designated as a multi‑state or pension consultant adviser.
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
James Gilchrest
Managing PrincipalCRD 4707780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, 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
- 55 Post Rd W
- Time zone
- ET (UTC-5)
- Office locations
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