JLA Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 335218
- Website
- www.jlacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.62%
- Individuals12.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JLA Capital, LLC is an independent, Kentucky-registered limited liability company that provides portfolio management primarily for individuals, families and small businesses. The firm is owned by an individual and charges clients fees based on a percentage of assets under management. Its reported business activities focus on discretionary portfolio management rather than pension consulting or multi-state advisory services. JLA Capital does not identify as an ESG investor and the adviser does not present itself as a capital allocator to third‑party alternative managers.
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 Equities49%
- Public Funds/Mutual Funds44%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Jeffrey Adkins
OwnerCRD 2402104
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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