Jcm Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,000,000
Clients
12
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$2,916,667
About
Jcm Capital Management provides discretionary portfolio management and investment advisory services to institutional clients and high‑net‑worth individuals. The firm reports managing about $35 million in client assets across a compact roster of 12 clients and charges advisory fees based on assets under management.
According to its Form ADV brochure, the firm offers tailored portfolio management for both individual and institutional accounts and describes its methods of analysis, investment strategies, and regular account review processes. It typically exercises investment discretion to implement strategies aligned with clients’ objectives and risk tolerances.
Notably, Jcm’s client mix diverges from many independent peers: it provides portfolio management to institutional clients — a service only a minority of similar independent firms offer — and does not report serving non‑high‑net‑worth individual households. Combined with its small client base, this positioning implies relatively large assets per client and a focus on institutional relationships and wealthier households.
Client services
Portfolio management
Main office location
Jcm Capital Management
Wichita KS, United States
Number of offices
1
Most active in
Jcm Capital Management has reported serving >5 clients in these states in the last 12 months.
Kansas · 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 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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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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