J2 Capital Management, Inc.

RIASEC Registered

Total AUM

$196M

Discretionary

$196M

100% of AUM

Avg account

$213K

Accounts

917

Employees

2

Advisory reps

2

Firm details

Headquarters: Troy, Michigan
CRD number: 152964
Registered since: June 2, 2016
Website: j2cm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI70.39%
Individuals23.19%
Other Investment Advisers4.95%
Pension & Profit Sharing Plans0.94%
Corporations / Businesses0.54%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

J2 Capital Management, Inc. is an independent, individual-owned registered investment advisor that has been SEC-registered since 2016. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management targeted at individuals and small businesses. Its fee arrangements include a percentage-of-AUM model as well as hourly charges and other fee structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds65%
Exchange Traded Equities22%
Cash & Cash Equivalents12%
Investment Grade Corp Bonds1%

Owners & executives

2 of 2

John Salomon
CFOCRD 3035112
John Benedict
CEO & Portfolio ManagerCRD 2783060

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 66

Active vs passive

$137M in ETFs

Passive

94%

$129M

Active

5%

$8.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES TREASURY FLOATING RATE BOND ETF (TFLO)	BlackRock	Passive	Ultrashort Bond	$22M	434,161	16.04%

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Primary office

Troy, MI

Oakland

Location

Troy, MI

Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area: Detroit-Warren-Ann Arbor, MI
Region: Midwest
County: Oakland
Address: 1301 W Long Lake Rd
Time zone: ET (UTC-5)
Office locations

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