J.P. Capital Management, Inc.
Firm details
- Headquarters
- EUGENE, Oregon
- CRD number
- 142109
- Website
- jpcapitalmanagement.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI93.86%
- Individuals5.73%
- Charitable Organizations0.39%
- Corporations / Businesses0.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
J.P. Capital Management, Inc. is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm runs largely discretionary mandates and shows a clear preference for equity exposure, deployed primarily through exchange-traded instruments. Its business profile also includes commodity trading activity consistent with CPO/CTA operations, which suggests the firm is active in futures or pooled commodity strategies in addition to traditional advisory work. Fee arrangements are flexible — the firm uses asset-based fees alongside hourly, fixed and performance-based fee options — enabling it to tailor pricing to varying client needs. Clientele skews toward high-net-worth individuals and families; the adviser’s structure and services aim to accommodate multi-account relationships and bespoke portfolio construction rather than mass-market retail clients. J.P. Capital Management is not positioned as an ESG-focused allocator and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Derivatives20%
- Non-Exchange Traded Equities11%
- US Government Bonds11%
- Public Funds/Mutual Funds9%
Contacts
1 of 1JASON POLANSKY
FounderCRD 4261122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EUGENE, OR
LANE
Location
EUGENE, OR
Headquartered in EUGENE, OR, in the West of the United States.
- Region
- West
- County
- LANE
- Address
- 4990 Hunters Glen Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
GO WEALTH MANAGEMENT
RIAEUGENE, OR
MARTIN CAPITAL PARTNERS, LLC
RIAEUGENE, OR
INTEGRITY WEALTH LLC
RIAEUGENE, OR
SYMAN-DEGLER GROUP, LLC
RIAEUGENE, OR
44 WEALTH MANAGEMENT LLC
RIAEUGENE, OR
LIFECRAFT FINANCIAL PLANNING, LLC
RIAEUGENE, OR