Jaston Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284543
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jaston Capital, LLC is a small, owner-operated advisory firm that manages discretionary portfolios for individuals, families and small businesses. The firm runs a fee model based on a percentage of assets under management and emphasizes exchange-traded equities as its primary exposure. Jaston Capital is not positioned as an ESG-focused allocator; its stated activity centers on portfolio management and direct equity exposure rather than broad institutional consulting. Given its asset base and custodian footprint, the firm appears to operate as a hands-on boutique adviser: modest scale, direct trading access, and tailored relationships with a limited client roster. The adviser uses an execution-friendly custodian that supports active trading in stocks and ETFs, which aligns with a strategy concentrated in publicly traded equities and ETF wrappers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities71%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds13%
- Derivatives1%
Contacts
1 of 1Jeremy Northum
OwnerCRD 6679568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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