JV Global Capital, Inc.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 316742
- Registered since
- October 13, 2021
- Website
- jvglobalcap.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50.63%
- Pension & Profit Sharing Plans36.99%
- Corporations / Businesses11.04%
- Individuals1.34%
- Other Investment Advisers0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
JV Global Capital, Inc. is an independent registered investment adviser that began SEC registration in 2021. The firm serves both individual/family and institutional clients and offers a mix of financial planning, portfolio management for individuals and businesses, pension consulting, and client education such as newsletters and seminars. It charges clients by percentage of assets under management and by fixed fees. JV Global Capital identifies as an active ESG investor and maintains an affiliation with the banking/thrift sector. The firm is not a capital allocator; it places client assets into third‑party vehicles rather than operating proprietary investment funds.
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities24%
- US Government Bonds24%
- Cash & Cash Equivalents5%
Contacts
3 of 6Juan Villarreal Montemayor
Corporate OfficerCRD 7437891
Julio Villarreal Guajardo
ChairmanCRD 7437888
Ricardo Gil Chaveznava
SecretaryCRD 7437892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 5065 Westheimer Rd
- Time zone
- CT (UTC-6)
- Office locations
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