J. Mandwelle Capital Management

Overview

J. Mandwelle Capital Management is an independent SEC-registered investment adviser formed in 2018 and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM fees and hourly fees. Client work is centered on individual and family relationships rather than institutional or pension mandates. Investment activity skews toward publicly traded equities and exchange-traded products, with discretionary portfolio management accounting for the entirety of reported assets. The firm does not position itself as an ESG investor and does not operate as a capital allocator or multi-state adviser. Practical support relationships include an accountant and an insurance company, which the firm uses to deliver planning and insurance solutions around its investment programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices