JSK CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- WALTHAM, Massachusetts
- CRD number
- 167038
- Website
- www.jsk-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals76.91%
- HNWI23.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JSK Capital Advisors, LLC is an independent registered investment adviser serving individuals and families, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also offers hourly consulting, which suggests a mix of ongoing discretionary portfolio services and project-based financial planning. Investment activity centers on pooled public vehicles for core exposures and third-party managers for specialized strategies. The firm's filings show a clear preference for public funds and mutual funds as the primary building blocks of client portfolios, while also allocating to external hedge fund managers to obtain non-correlated or actively managed exposures. JSK Capital Advisors, LLC is not positioned as an ESG-first manager and does not list pension consulting or multi-state adviser status.
Assets & Accounts
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities39%
- Cash & Cash Equivalents1%
Contacts
1 of 1DANIEL FRIEL
PrincipalCRD 6168165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALTHAM, MA
MIDDLESEX
Location
WALTHAM, MA
Headquartered in WALTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 404 Wyman St
- Time zone
- ET (UTC-5)
- Office locations
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