JORDAN CAPITAL AM, LLC

RIASEC Registered
Total AUM
$31.9M
Discretionary
$31.9M
100% of AUM
Avg account
$4M
Accounts
8
Employees
6
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
149243
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles79%
  • HNWI21%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jordan Capital Am, LLC is a limited liability company that operates as a hedge-fund-style adviser serving both high-net-worth individuals/families and institutional clients. The firm provides portfolio management for individual and small-business clients as well as for pooled investment vehicles. Its compensation includes both a percentage-of-assets component and performance-based fees. The adviser is not positioned as an ESG-focused manager, does not identify as a multi-state or newly formed adviser, and is not documented as a pension consultant or related adviser. The firm is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • GARDINER GARRARD

    OwnerCRD 5634882

  • GUNBY GARRARD

    Managing MemberCRD 5634884

  • VADZIM YAZVINSKI

    FounderCRD 4779940

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3500 Piedmont Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth