JTM Carey Capital LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Clermont, Florida
CRD number
343101
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

JTM Carey Capital LLC is a limited liability company owned by an individual that operates as an adviser on a fee-for-AUM basis. The firm identifies portfolio management for individuals and small businesses among its advisory activities and also lists pension consulting services, although it is not flagged as a pension consultant in the snapshot metadata. The profile indicates the adviser does not act as a capital allocator and is not an active ESG investor. An industry affiliation with an insurance company is noted.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Brendan Carey

    Brendan Carey

    Co-OwnerCRD 7758446

  • Justin Matt

    CRD 8287587

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Clermont, FL

Lake

Location

Clermont, FL

Headquartered in Clermont, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Lake
Address
724 W Montrose St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth