JV GLOBAL CAPITAL, INC.

RIASEC RegisteredEst. 2021

Total AUM

$23.3M

Discretionary

$140K

1% of AUM

Avg account

$647K

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: HNWI38.45%
Pension & Profit Sharing Plans37.93%
Corporations / Businesses13.72%
Individuals9%
Other Investment Advisers0.9%
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 registered investment adviser that began SEC registration in 2021 and operates as a corporation owned by a domestic entity and an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and investor education through publications and workshops. JV Global Capital charges a mix of percentage-of-AUM and fixed fees and identifies itself as an active ESG investor. The firm does not position itself as a capital allocator. JV Global Capital lists an industry affiliation with a banking or thrift institution, and its filing identifies the adviser as newly formed and not a multi-state adviser. Its business activities emphasize advisory and educational services rather than large-scale discretionary management.