JLA Capital, LLC

Overview

JLA Capital, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and families, including small-business owners. The firm runs accounts on a discretionary basis most of the time and shows a clear preference for equity-oriented strategies. Its stated fee model is a percentage of assets under management, and operations are structured as a limited liability company owned by an individual. In practice JLA Capital allocates capital primarily to exchange-traded equities and uses mutual funds where appropriate to fill gaps or gain efficient exposure. Portfolio construction appears oriented around separately managed account (SMA) implementations and exchange-traded instruments, with a tilt toward direct equity ownership and ETF wrappers rather than heavy use of private market or direct alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices