JRP CAPITAL CORP

RIASEC RegisteredEst. 2022
Total AUM
$109M
Discretionary
$108M
99% of AUM
Avg account
$678K
Accounts
160
Employees
3
Advisory reps
1

Firm details

Headquarters
DUBLIN, Ohio
CRD number
106285
Registered since
July 22, 2022
Custodians
TD AMERITRADE, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI87.56%
  • Individuals12.44%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Jrp Capital Corp is a corporation that operates as a registered investment advisor, having been established in 2022. The firm primarily focuses on portfolio management for individuals and small businesses, catering to a client base that includes both individual and family clients. The firm employs a fee structure based on a percentage of assets under management (AUM) as well as fixed fees, allowing for flexibility in how they charge their clients. As a qualified custodian, Jrp Capital Corp ensures the safekeeping of client assets while not engaging in capital allocation or pension consulting activities.

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 51%, Public Funds/Mutual Funds 38%, Cash & Cash Equivalents 10%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds38%
  • Cash & Cash Equivalents10%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • TROY LUKE

    Investment AdvisorCRD 2242843

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

DUBLIN, OH

FRANKLIN

Location

DUBLIN, OH

Headquartered in DUBLIN, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
FRANKLIN
Address
5100 Parkcenter Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth