JFD Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334762
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JFD Capital, LLC is a small, equity-focused registered investment adviser organized as a limited liability company and targeting individual and family clients, along with small businesses. The firm concentrates on discretionary portfolio management, favoring exchange-traded equities as its primary exposure. Its fee model combines a percentage of assets under management with the ability to charge performance-based fees, which suggests active management and a willingness to pursue return-oriented strategies rather than purely passive, asset-gathering relationships. JFD Capital is not an active ESG investor, does not operate as a multi-state adviser, and does not present itself as a capital allocator to external managers in a broad institutional sense.
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 Equities100%
Owners & executives
1 of 1
John Dowling
Managing Member And Chief Compliance OfficerCRD 8037493
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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