J2 CAPITAL MANAGEMENT, INC.

Overview

J2 Capital Management, Inc. is an independent Registered Investment Adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm leans heavily on pooled public investment vehicles—mutual funds and ETFs—as its primary means of allocating client capital, supplemented by direct equity positions. Its filings show a preference for liquid, income-oriented fixed-income instruments (evidenced by a large position in a Treasury floating rate ETF) alongside targeted equity holdings. Fee arrangements include a percentage of assets under management as well as hourly and other fee structures, allowing flexibility for planning engagements and smaller advisory assignments. J2 Capital serves both individual/family and institutional clients but does not identify as an active ESG investor. The firm uses third-party managers to access certain alternative exposures, notably digital currency strategies, and it incorporates annuities and mutual funds into client portfolios as complementary tools for income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices