JRP CAPITAL CORP
Firm details
- Headquarters
- DUBLIN, Ohio
- CRD number
- 106285
- Registered since
- July 22, 2022
- Website
- www.jrpcapital.com
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.56%
- Individuals12.44%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jrp Capital Corp is a corporation that operates as a registered investment advisor, having been established in 2022. The firm primarily focuses on portfolio management for individuals and small businesses, catering to a client base that includes both individual and family clients. The firm employs a fee structure based on a percentage of assets under management (AUM) as well as fixed fees, allowing for flexibility in how they charge their clients. As a qualified custodian, Jrp Capital Corp ensures the safekeeping of client assets while not engaging in capital allocation or pension consulting activities.
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 Equities51%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents10%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1TROY LUKE
Investment AdvisorCRD 2242843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DUBLIN, OH
FRANKLIN
Location
DUBLIN, OH
Headquartered in DUBLIN, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 5100 Parkcenter Ave
- Time zone
- ET (UTC-5)
- Office locations
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