J.P. Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$76,971,598
Total clients
41
56% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$1,877,356
About
The firm is a fee-only registered investment adviser that provides ongoing portfolio management and financial consulting to individuals, businesses, trusts, and estates. It generally manages client accounts on a discretionary basis while also offering non-discretionary relationships and occasional stand‑alone financial consulting engagements.
The firm implements both broadly diversified portfolios and more focused, dynamic trading strategies using exchange‑listed equities, ETFs (including commodity and cryptocurrency‑linked funds), exchange‑traded options, commodity interests, corporate and treasury bonds, and cash instruments. Its strategies may employ margin, short sales, and option trading, and it offers a dedicated Trading Account program governed by a written performance‑based fee arrangement.
Distinctive features disclosed in the brochure include the firm’s use of performance‑based fees for Trading Accounts (16–20% of “New Net Profits” with detailed high‑water mark and deposit/withdrawal adjustments) and side‑by‑side management of performance‑fee and asset‑based fee accounts. The firm also discloses relatively large fixed‑fee standalone consulting arrangements ($100,000–$200,000+) and explicit service to corporate/business clients, characteristics that are less common among small independent advisory practices.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Fee options
Fixed fees for stand-alone financial consulting and general wealth management services ranging from $100,000 to $200,000 per year or more, depending on scope.
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
Hourly fees may be charged for stand-alone financial consulting services as agreed with client.
Performance-based fees ranging from 16% to 20% of new net profits annually for Trading Accounts offered only to qualified clients.
Fee-only: Fee-only investment advisory firm; does not accept commissions, finder’s fees, referral fees, or any other outside compensation.
Main office location
J.P. Capital Management, Inc.
4990 Hunters Glen Dr
Eugene OR 97405, United States
Number of offices
1
Most active in
J.P. Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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