Jcm3 Asset Management, LLC

Overview

Jcm3 Asset Management, LLC is a recently formed, individual-owned registered adviser that focuses on discretionary portfolio management for individuals, small businesses and business or institutional clients. The firm charges fees as a percentage of assets under management and signals a clear preference for publicly traded equities as the primary allocation vehicle. It does not present itself as an ESG-focused manager, is not a multi-state adviser, and is not structured as a capital allocator that runs its own private funds. Investment activity to date shows concentrated, equity-centric allocations supplemented with mutual funds and selective use of private placements as alternative exposure. The adviser is registered in 2023 and currently operates at a small scale, managing client assets on a discretionary basis through a single custodial relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices