JSW GLOBAL CAPITAL GROUP

Overview

JSW Global Capital Group is a small, independent registered investment adviser operating as a sole proprietorship that provides financial planning and portfolio management for individual and family clients and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and appears to operate with a non-discretionary model—clients retain decision authority while the adviser provides recommendations and implementation support. Investment activity is concentrated in liquid public equities, with a clear preference for exchange-traded instruments. The firm supplements its public-equity work by accessing third‑party alternative managers in real assets and energy sectors and by using traditional wrappers such as mutual funds and annuities when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices