JV Global Capital, Inc.

RIAState Registered

Total AUM

$23.1M

Discretionary

$92.5K

0% of AUM

Avg account

$770K

Accounts

Employees

Advisory reps

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%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

JV Global Capital, Inc. is an independent, Texas-registered advisory firm that is newly formed and targets both individual/family clients and institutional relationships. The firm offers fee-based services using a mix of AUM percentage fees and fixed-fee arrangements. Its advisory capabilities span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through publications and workshops. JV Global Capital describes itself as an active ESG investor and maintains an affiliation with a banking or thrift institution.