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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-28-2022
- Office Locations
- 2
Office Locations
About J.r. Prunier Capital Management LLC
J. R. Prunier Capital Management is an independent, fee-only fiduciary RIA serving individuals, families, and business owners with structured, holistic financial planning across multi-generational wealth planning, business transitions, and retirement planning. The firm uses an educational, jargon-free process and portfolio design informed by sustainable investing. No commissions or proprietary products help keep advice aligned with clients’ interests.
Reported data analysis
What the numbers show
Between April 21, 2025 and June 23, 2026, reported AUM increased 222.5%, from $126.2M to $407.0M.
Of the latest reported AUM, 94.9% is discretionary and 5.1% is non-discretionary.
The firm reports 2 advisory representatives and 135 clients, or 67.5 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on June 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full J.r. Prunier Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jeffrey Robert Prunier
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6601591
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THOMAS LEE GRUNBECK
--
- CRD
- #5071780
Donald Hamilton Sienkiewicz
--
- CRD
- #7432087
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,249,141 | $932,969 |
| Non-Discretionary | $20,760,571 | $2,076,057 |
| Total | $407,009,712 | $959,929 |
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Separately Managed Accounts
SMA allocation detail is available
J.r. Prunier Capital Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.