JACKSON HOLE CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.1B

Discretionary

$832M

76% of AUM

Avg account

$1.6M

Accounts

662

Employees

Advisory reps

Firm details

Headquarters: TULSA, Oklahoma
CRD number: 285978
Registered since: May 22, 2018
Website: www.jacksonholepartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI85.98%
Pooled Investment Vehicles6%
Charitable Organizations5.65%
Individuals1.19%
Corporations / Businesses1.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jackson Hole Capital Partners, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and established in 2018. The firm serves both individual and family clients as well as institutional investors, delivering financial planning and portfolio management across individual/small business relationships, pooled investment vehicles, and corporate/institutional accounts. Fee arrangements include asset‑based fees, fixed fees and performance‑based compensation. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser, pension consultant, or related adviser. It also acts in sponsor/manager roles for pooled vehicles (listed as CPO/CTA and Sponsor, GP, Managing Member).