JSK CAPITAL ADVISORS, LLC

RIASEC Registered
Total AUM
$10.6M
Discretionary
$10.6M
100% of AUM
Avg account
$425K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
WALTHAM, Massachusetts
CRD number
167038
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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 60%, Exchange Traded Equities 39%, Cash & Cash Equivalents 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities39%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • DANIEL FRIEL

    PrincipalCRD 6168165

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth