JMS CAPITAL GROUP WEALTH SERVICES, LLC

RIASEC RegisteredEst. 2015

Total AUM

$174M

Discretionary

$136M

78% of AUM

Avg account

$415K

Accounts

419

Employees

Advisory reps

Firm details

Headquarters: SEWICKLEY, Pennsylvania
CRD number: 281325
Registered since: October 2, 2015
Website: www.jmscapitalgroup.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI49.6%
Individuals27.62%
Pension & Profit Sharing Plans22.06%
Charitable Organizations0.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

JMS Capital Group Wealth Services, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2015. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator, selecting third-party managers and pooled vehicles alongside direct advisory work. Its service mix includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers and publishing client-facing materials. The firm also operates as an insurance broker and is affiliated with insurance and real estate businesses and with sponsor/GP roles in pooled investment vehicles. Investmently, JMS Capital Group leans heavily on publicly traded collective investment vehicles — public mutual funds and similar public funds are the dominant holding type — while also maintaining a program of third-party alternative allocations. The firm does not identify as an ESG-focused investor and is not classified as a multi-state adviser.