J.R. Prunier Capital Management LLC

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Client assets under management

$407,009,712

Clients

135

20% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$3,014,887

About

J.R. Prunier Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individual clients (including high-net-worth individuals) and retirement plans. The firm prepares an Investment Policy Statement for each client and may also direct clients to third‑party advisers as part of its services.

Portfolios are tailored to clients’ goals, time horizon, and documented risk tolerance using fundamental analysis and modern portfolio theory; the firm discloses use of long‑term trading and margin transactions as part of its strategies. JRPCML typically operates under discretionary authority, uses model allocations when appropriate, and delivers quarterly custodial reporting.

Distinctive features disclosed in the brochure include a recent transition to SEC registration in 2025 and a requirement that clients custody assets at Schwab Institutional, through which the firm may receive research, technology and other services (including potential soft‑dollar benefits). The firm also uses Standing Letters of Authorization (SLOAs) for certain transfers, discloses compensation from third‑party advisers it recommends, manages roughly $407 million in assets, and has no account minimums—alongside offerings that include ETFs in precious‑metal sectors and pension consulting for plan sponsors.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management College savings (529s, UTMA, etc.) Real estate investing

Fee options

Fixed

Financial planning fees generally between $1,800 and $20,000 depending on complexity, negotiable

Percentage

$0 - $500,000: 1.20% $500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.60% $25,000,001+: 0.50%

Main office location

J.R. Prunier Capital Management LLC

61 Boyden Rd., Suite 2

Holden MA 01520, United States

Number of offices

Most active in

Massachusetts · New Hampshire · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 508-756-8080

Advisors at this firm

Jeffrey P

CFP®, Series 66

Holden, MA

J.R. Prunier Capital Management LLC

Jeffrey Prunier is a CFP® and holds a Series 66 license with nine years of industry experience. He is the principal of J.R. Prunier Capital Management LLC, an independent firm he founded after working at The Colony Group and Edward Jones. He serves on the boards of the Wachusett Area Chamber of Commerce and the Laurel Lake Association, and speaks on RIA industry trends and differentiators. J.R. Prunier Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental analysis and modern portfolio theory to construct tailored portfolios and offers a distinct pension consulting practice for employee benefit plans.

Wealth management College savings (529s, UTMA, etc.) Real estate investing

Donald S

CFP®

Holden, MA

J.R. Prunier Capital Management LLC

Donald Sienkiewicz is a CFP® professional with two years of experience currently serving as the sole advisor at J.R. Prunier Capital Management LLC. His prior roles include positions at Professional Advisory Services, Inc., Advocates Financial LLC, and a 13-year tenure at Estate Preservation & Planning. Outside of advisory work, he manages a land development LLC in New Hampshire and serves as a trustee for an irrevocable life insurance trust. J.R. Prunier Capital Management LLC is an independent registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental analysis and modern portfolio theory to create tailored portfolios and maintains a specialized pension consulting practice for employee benefit plans.

Wealth management College savings (529s, UTMA, etc.) Real estate investing

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