Jaston Capital, LLC
RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$147K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 284543
- Website
- www.jastoncapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jaston Capital, LLC is an independent, owner-operated registered investment adviser that manages portfolios for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management rather than pension consulting or multi-state institutional work. Jaston Capital does not self-identify as an active ESG investor and does not operate as a capital allocator or a related adviser to other firms.
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
- 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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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