JKG Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,485,000
Clients
14
86% 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
14
LowAverage account size
$748,929
About
JKG Capital LLC is an independent registered investment adviser that serves individuals, family offices and similar investors through personalized advisory and capital management services. The firm offers financial planning, portfolio management, market analysis, and proprietary strategies delivered primarily as separately managed accounts and reports a modest asset base and small client roster.
The firm’s approach combines macroeconomic research with proprietary technical analysis conducted by a Chartered Market Technician, and its core JKG Diversified program uses ETFs to provide exposure to equities, bonds, commodities, real estate and alternative investments. Portfolios are tailored to clients’ required, capacity and emotional risk tolerances and managed on a discretionary basis; the brochure also notes the firm may use higher-risk instruments (including leveraged/inverse ETFs) within its strategies and may accept performance-based arrangements for accredited investors.
Compared with many solo independent advisers, JKG emphasizes market-timing tools and proprietary technical work as a routine part of its offering, and it discloses client-facing market analysis and planning services beyond basic portfolio management. The firm also notes the principal’s other business activities in real estate and includes conflict-mitigation disclosures, and it offers separately managed account programs that may involve more complex or higher-risk exposures than typical small independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Market timing
Expertise
Active portfolio management
Private / alternative investments
Real estate investing
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Fee options
Additional fees may be charged for Financial Planning and/or Client Financial Website
20% of new profits for Accredited Investors on some accounts
Account minimum: $10,000 Minimum fee: Minimum Advisory Fee of $500 per month per Client
Main office location
JKG Capital LLC
55 Post Road West, 2 Nd Floor
Westport CT 06880, United States
Number of offices
1
Most active in
JKG Capital LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Massachusetts
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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