JFD Capital, LLC

JFD Capital is a single-advisor independent investment adviser that provides ongoing portfolio management services to high-net-worth individuals, delivering written investment policy statements and discretionary portfolio oversight. The firm serves a very small, concentrated client base and focuses its advice on taxable and retirement accounts for affluent clients rather than non‑HNW individuals.

The firm follows a bottom-up, value-oriented approach, building a core portfolio of marketable equities supplemented by fixed income via liquid bond ETFs or cash equivalents, and it may use limited option strategies (puts or covered calls) for hedging or income. Investment decisions are informed by third‑party research and direct company analysis, and the adviser generally seeks best execution while managing accounts on a discretionary basis.

What is distinctive for a firm of this size is that it accepts performance‑based fees for qualified clients, a practice that is uncommon among independent solo advisers and that the brochure acknowledges creates side‑by‑side conflicts which the firm says it manages through allocation and review policies. The firm also requires clients to custody assets at a specific institutional custodian and maintains a very small number of client relationships under sole‑advisor management, concentrating services on a narrow client segment.