J
CRD: 310963
J1 Capital LLC
Cincinnati, OH
5135808088
$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-20-2021
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About J1 Capital LLC
J1 Capital LLC is a Cincinnati-based RIA. The firm has been operating for 5 years. Managing $9.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Element Timber
Client Personas
Signal
Investment Themes
Prime bridge Summit
Investment Vehicles
Unison
Services
Alpha atlas Pioneer alpha
Owner & Executives
J
Justin Simison Wolterman
Chief Compliance Officer, Managing Member, Principal
- CRD
- #7299998
- Ownership
- 75% or more
(928) 212-8457
glacier.bridge@unisoncapital.com
in linkedin.com/in/quantum-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,500,000
Equity - Exchange:
74.1% Cash:
25.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $405,195,268 | 74.1% |
| Cash | $141,626,956 | 25.9% |
| Total | $546,822,224 | 100.0% |