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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-18-2003
- Office Locations
- 1
Office Locations
About J.r.pluta Capital Management, Inc.
J.r.pluta Capital Management, Inc. is a Pittsford-based RIA. The firm has been operating for 23 years. Managing $16.3M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Investment Themes
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The full J.r.pluta Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES RICHARD PLUTA
DIRECTOR, President
- CRD
- #4621014
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,250,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
J.r.pluta Capital Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.