JD Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,021,100
Total clients
12
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$2,501,758
About
JD Investment Management provides fee-based portfolio management to individual households and to a smaller number of non-profit/charitable organizations, and it offers limited, topic-specific financial planning on an occasional basis. The firm manages roughly $30 million across a few dozen discretionary accounts and applies account minimums for portfolio services while retaining discretion to waive minimums for select non-profits.
The firm follows a value-oriented investment approach that emphasizes fundamental analysis to estimate intrinsic value, supplemented by technical analysis for timing; its investable universe spans micro- to large-cap equities, foreign securities, bonds, ETFs, and preferreds, while excluding options, margin, and private placements. Portfolios are monitored daily and generally constructed for multi-year holdings, with the firm trading on a discretionary basis and providing ongoing client reporting.
What distinguishes the firm from many peers is its explicit work with charitable and non-profit clients and its stated willingness to waive minimums for select non-profits, alongside a practice of producing detailed monthly performance and portfolio statements. The firm also operates a small ancillary business selling an investment spreadsheet product, a side activity noted as requiring minimal time from the firm’s principal.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001 - $4,000,000: 0.7% $4,000,001+: 0.6%
$100/hour for separate financial planning consultations
Account minimum: $100,000
Main office location
JD Investment Management, LLC
6975 Union Park Ave, Suite 600
Cottonwood Heights UT 84047, United States
Number of offices
1
Most active in
JD Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Utah
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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