Jackson Hole Capital Partners, LLC logo

Jackson Hole Capital Partners, LLC

Updated today

Client assets under management

$950,568,792

Clients

140

80% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

35

Low

Average account size

$6,789,777

About

Jackson Hole Capital Partners provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients), families, and institutional entities, and its affiliated adviser (Jackson Hole Investment Partners) manages pooled private investment funds. The firm offers ongoing portfolio management, asset allocation, investment selection and monitoring, and coordinates with tax and estate advisors as part of its advisory services.

The firm uses a range of strategies—Core Equity, Dividend/Multi-Asset Income, Global Opportunities, fixed income, and targeted allocations to MLPs and commodities via ETFs—and tailors portfolios to client objectives, risk tolerance and tax considerations. JHCP also employs derivatives and margin when appropriate (including covered calls and index puts for hedging) and typically incorporates private fund co-investments and allocations to alternative managers within its private fund strategies.

What distinguishes the firm from many peers is its role as adviser and sponsor to private pooled vehicles (including acting through affiliated GP and manager entities) and the potential to earn performance-based compensation in the form of carried interest, with these private funds managed alongside client accounts. The firm manages over $1.09 billion of assets with a relatively small advisory team, and it provides portfolio management for pooled vehicles and side‑by‑side fund allocations, creating governance and allocation practices that differ from advisors that only manage individual accounts.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed consulting fees for investment consulting and financial planning services may be charged separately

Percentage

0.20% to 1.00%, depending on services and mandate

Performance-based

Performance-based fees in the form of carried interest for Private Investment Funds, typically up to 1.25% management fee plus carried interest as described in fund documents

Other

Account minimum: $2 million (waivable at discretion)

Main office location

Jackson Hole Capital Partners, LLC

110 North Elgin Avenue, Suite 510

Tulsa OK 74120, United States

Number of offices

1

Most active in

Arkansas · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jordan H

CFA®

Tulsa, OK

Jackson Hole Capital Partners, LLC

Jordan Hunt is a CFA® charterholder with five years of industry experience. He has worked at Jackson Hole Capital Partners, LLC since 2019 and previously held roles at the Trust Company of Oklahoma and Corporate Consulting Group / Financial Solutions, Inc. He is based in Tulsa, OK. Jackson Hole Capital Partners, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional investors. The firm employs a range of strategies that combine fundamental analysis, tactical asset allocation, and the use of ETFs and third-party managers, and it operates affiliated entities that manage private investment funds and special purpose vehicles.

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management Real estate investing Founder/Business Owner
user avatar

Channing S

CFA®

Tulsa, OK

Jackson Hole Capital Partners, LLC

Channing Smith is a CFA® charterholder with 17 years of industry experience. He has worked at Jackson Hole Capital Partners, LLC since 2016 and previously spent 12 years at Capital Advisors, Inc. Jackson Hole Capital Partners, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional investors. The firm employs a range of strategies that combine fundamental analysis, tactical asset allocation, and the use of ETFs and third-party managers, and it is notable for managing private investment funds and utilizing derivatives and margin in client portfolios.

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management Real estate investing Founder/Business Owner
user avatar

John H

Series 65

Tulsa, OK

Jackson Hole Capital Partners, LLC

John Hastings is a financial advisor with Jackson Hole Capital Partners, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Jackson Hole Capital Partners since 2016 and previously worked at Financial Solutions from 2013 to 2016. Jackson Hole Capital Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional investors. The firm employs a range of strategies such as core equity, diversified multi-asset income, and global opportunities, combining fundamental analysis, tactical asset allocation, and the use of ETFs and third-party managers.

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management Real estate investing Founder/Business Owner
user avatar

Philip H

Series 65

Tulsa, OK

Jackson Hole Capital Partners, LLC

Philip Houchin is a financial advisor at Jackson Hole Capital Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Mid-Con Energy Partners LP and Patriot Bank. He is also the managing member of Triple Down LLC, a legacy investment entity focused on oil and gas working interests and real estate. Jackson Hole Capital Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional investors. The firm employs a range of strategies that combine fundamental analysis, tactical asset allocation, and the use of ETFs and third-party managers, and it manages private investment funds and special purpose vehicles.

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management Real estate investing Founder/Business Owner
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