JTM Carey Capital LLC
Firm details
- Headquarters
- Clermont, Florida
- CRD number
- 343101
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
JTM Carey Capital LLC is a limited liability company owned by an individual that operates as an adviser on a fee-for-AUM basis. The firm identifies portfolio management for individuals and small businesses among its advisory activities and also lists pension consulting services, although it is not flagged as a pension consultant in the snapshot metadata. The profile indicates the adviser does not act as a capital allocator and is not an active ESG investor. An industry affiliation with an insurance company is noted.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Brendan Carey
Co-OwnerCRD 7758446
Justin Matt
CRD 8287587
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clermont, FL
Lake
Location
Clermont, FL
Headquartered in Clermont, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Lake
- Address
- 724 W Montrose St
- Time zone
- ET (UTC-5)
- Office locations
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