Jackalope Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,518,430
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$2,759,215
About
Jackalope Capital provides customized discretionary investment management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, businesses and charitable organizations. The firm constructs and monitors bespoke portfolios using a wide range of investment vehicles identified in its brochure, including ETFs, ETNs, private placements, structured products and options.
The adviser describes a strategic, multi‑disciplinary process that incorporates macroeconomic, fundamental, quantitative, qualitative, technical and cyclical analysis and applies a proprietary asset‑allocation methodology for portfolio construction and rebalancing. The brochure notes the firm may use derivatives (options) in separately managed accounts and, with client approval, employ limited margin (typically not to exceed 10%) as a liquidity or hedging tool.
The firm’s materials also indicate an affiliation with an accounting practice (the contact information and domain in the brochure reflect a CPA connection), suggesting integration of tax/accounting considerations into its advisory work — a combination that is uncommon among solo independent advisers. Jackalope Capital is a single‑advisor practice reporting roughly $5.5 million in AUM and a very small client roster, which points to a tightly focused, selective client engagement model.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Options & derivatives strategies
Concentrated stock management
Fee options
Financial planning fixed fees from $1,500 to $7,500
$0 - $100,000,000: 1% annually Above $100,000,000 - Not to exceed 1%: Not to exceed 1%
Monthly subscription for ongoing financial planning at a negotiated rate, not to exceed $500 per month
Minimum fee: Financial planning minimum fee of $1,500 Fee-only: Financial planning fixed fees ranging from $1,500 to $7,500
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate 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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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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