JKG CAPITAL LLC

RIASEC Registered
Total AUM
$15.2M
Discretionary
$15.2M
100% of AUM
Avg account
$543K
Accounts
28
Employees
1
Advisory reps
1

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
284609
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI88.37%
  • Individuals11.63%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

JKG Capital LLC is a small, independent RIA organized as an LLC and owned by an individual. The firm serves individual and family clients and operates as a capital allocator, sourcing and placing client capital with third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals or newsletters, market timing services, and educational seminars and workshops. Fee arrangements include percentage‑of‑AUM, fixed fees, and other structures. JKG does not identify as an active ESG investor and is not a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • JAMES GILCHREST

    Managing PrincipalCRD 4707780

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
55 Post Rd W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth