J2 Capital Management, Inc.
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
FINTRXOverview
J2 Capital Management, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2016. The firm is owner-operated and serves both individual and family clients alongside institutional relationships. Core advisory services listed are financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component plus hourly billing and other fee structures. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
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 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
Contacts
1 of 1
Nicholas Salomon
Financial and Tax PlannerCRD 7314665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$137M in ETFs
94%
$129M
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% |
Location
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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