J. Mangone Capital Management LLC

The firm provides discretionary portfolio management and financial planning primarily for individual clients, including both non‑high‑net‑worth and a larger share of high‑net‑worth households. Services listed in the brochure include ongoing portfolio management for individuals and small businesses, financial planning, and selection of other advisers.

The firm reports managing approximately $44.9 million across 19 accounts and charges clients on a percentage‑of‑AUM basis while acting in a discretionary capacity. It custodians the bulk of client assets with a single qualified custodian and discloses an asset mix that, at the time of filing, was concentrated in non‑exchange‑traded equity (37%), U.S. state and local bonds (36%) and cash/cash equivalents (20%), with limited exposure to exchange‑traded equities.

Compared with many independent advisors, this firm’s client and asset profile is distinctive: a relatively small client base where most regulatory AUM is attributable to high‑net‑worth households, and portfolios that emphasize privately negotiated equity positions and municipal/state bonds rather than broad public equity exposure. The combination of a concentrated asset allocation and a high assets‑per‑client ratio is a notable feature relative to typical peers in the independent adviser category.