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, individual-owned advisory firm organized as an LLC and registered with the SEC in 2025. The firm serves primarily individuals and families and positions itself as a capital allocator that combines portfolio management with financial planning. Its reported advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Fees are charged as a percentage of assets under management and through fixed-fee arrangements. The firm is not identified 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
2 of 2Donald 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
Similar firms
ASSABET ADVISORS, LLC
RIAHOLDEN, MA
MAD RIVER INVESTORS
RIABOSTON, MA
HLM MANAGEMENT CO., LLC
RIAWALTHAM, MA
GOODMAN ADVISORY GROUP, LLC
RIANEEDHAM, MA
PERENNIAL ADVISORS GROUP, LLC
RIAWESTFORD, MA
BEACON FINANCIAL PLANNING, INC
RIAHYANNIS, MA