JHB Capital Management LLC

JHB Capital Management LLC is a registered investment adviser that offers ongoing, non‑discretionary portfolio management and investment planning services to individuals, high‑net‑worth investors, entities, and charitable organizations; the firm reports no assets under management in the brochure snapshot. It prepares written Investment Policy Statements, provides periodic monitoring and quarterly reporting, and bases its fees on account value in line with common asset‑based fee practices.

The firm follows a multi‑layered analytical process that begins with subscription‑based third‑party models which the adviser reviews and tailors using fundamental, quantitative, technical, and modern‑portfolio‑theory inputs alongside client‑specific objectives and constraints. JHB focuses on mutual funds, equities, fixed income, ETFs and private placements, provides recommendations on a non‑discretionary basis that clients must approve, and executes through a designated custodian relationship at Schwab Institutional.

Noteworthy differences from many peers include the principal’s significant outside activities in real estate—serving as a licensed real estate broker and holding ownership and advisory roles in development and storage entities—which the firm discloses as potential conflicts of interest. The firm also provides administrative support to a private fund that acquires and distributes cancer screening tests to charities, an operational role outside typical investment management services that the brochure identifies and discloses.