J.R.PLUTA CAPITAL MANAGEMENT, INC.

Overview

J.R.Pluta Capital Management, Inc. is a small, owner-operated advisory corporation that provides fee-based portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm operates with a clear equity bias: its filings show a strong preference for exchange-traded equities and ETFs as the core building blocks of client portfolios. Services are delivered on a discretionary basis under a percentage-of-AUM fee model, and the adviser does not identify as an active ESG investor. Given the client profile and average account sizes, the firm appears oriented toward high-net-worth households and smaller institutional relationships that want concentrated, liquid equity exposure supplemented by pooled products where appropriate. Advisory activity is focused on portfolio management rather than pension consulting or multi-state distribution.

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Public Holdings

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Location & Offices