J
JSW Global Capital Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,853,590
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$926,795
About
JSW Global Capital Group is a small, state‑registered independent adviser that provides financial planning and investment supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and businesses. Its planning services are offered as hourly consultations, written financial plans, or annual planning agreements, and its investment services include individual portfolio management and manager‑selection programs.
The firm delivers ongoing investment advice while primarily operating on a non‑discretionary basis — it reported $1,593,672 in non‑discretionary assets and no discretionary AUM as of 12/31/2024 — so clients retain final trading authority. JSW uses a range of analytical methods (fundamental, technical, quantitative, qualitative) and asset‑allocation strategies, and allows clients to impose reasonable investment restrictions when appropriate.
Notable features compared with many peers include the firm’s very small scale and concentrated client base and the adviser’s dual registration with a broker‑dealer, which enables implementation of recommendations for separate commission compensation. The firm discloses procedures intended to mitigate related conflicts — including offsets or discretionary discounts to advisory fees when commissions are earned — and also discloses receipt of transition assistance from its broker‑dealer, which it identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Business ownership considerations
Occupation focus
Executive
Fee options
Written financial plans fees range from $1,000 to $25,000; annual financial planning service agreement fees range from $2,500 to $20,000 annually.
Advisory Associates may receive commissions and/or 12b-1 fees from securities transactions implemented separately from advisory fees.
Hourly financial planning consultation services charged between $75 and $120 per hour.
Fee-only: Financial Planning fees charged hourly ($75 to $120 per hour), flat fees for written financial plans ($1,000 to $25,000), and annual financial planning service agreements ($2,500 to $20,000 annually). Investment supervisory fees based on percentage of assets under management generally range from 0.50% to 2.00%, fully negotiable.
Main office location
JSW Global Capital Group
1318 E. Shaw Ave. #305
Fresno CA 93710, United States
Number of offices
1
Most active in
JSW Global Capital Group has reported serving >5 clients in these states in the last 12 months.
California
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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