JLB Capital Management LLC

Overview

JLB Capital Management LLC is a small, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on discretionary portfolio management for individuals, families and small-business owners, charging a combination of a percentage-of-assets fee and performance-based fees. The adviser does not present itself as a multi-state or pension consultant, does not identify as an active ESG investor, and is not structured as a capital allocator or related adviser. Its business model centers on high-touch, tailored management rather than scale. The filing classifies the firm as serving individual and family clients with discretionary authority. Reported activity indicates the firm runs separate managed account arrangements and uses non-standard asset classifications for the bulk of its holdings, which suggests a concentration in vehicles outside traditional mutual funds and broad ETF sleeves.

Assets & Accounts

Investments & Alternatives

Location & Offices