J.R. Prunier Capital Management LLC
Firm details
- Headquarters
- Holden, Massachusetts
- CRD number
- 321026
- Registered since
- April 17, 2025
- Website
- www.jrprunier.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.81%
- Individuals7.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
J.R. Prunier Capital Management LLC is an independent, individually owned registered investment adviser that began SEC registration in 2025. The firm acts as a capital allocator and serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. It also provides pension consulting and the selection of other advisers. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds71%
- State & Local Bonds14%
- Exchange Traded Equities7%
- Private Funds5%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Thomas Grunbeck
Financial AdvisorCRD 5071780
Donald Sienkiewicz
Financial PlannerCRD 7432087
Jeffrey Prunier
PresidentCRD 6601591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$228M in ETFs
82%
$187M
8%
$40.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $46M | 143,243 | 20.15% |
Location
Holden, MA
Worcester
Location
Holden, MA
Headquartered in Holden, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 61 Boyden Rd
- Time zone
- ET (UTC-5)
- Office locations
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