$195.7M Total AUM
$195.7M Disc. AUM
7.0% 3Y CAGR
3 Employees
209 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Gemini Trust · Nationwide
- Clients
- Retail and Institutional
- Platforms
- FoundationBridge +more
- Established Date
- 07-01-2010
- Office Locations
- 1
Office Locations
1301 W Long Lake RD Suite 260 Troy MI
About J2 Capital Management, Inc.
J2 Capital Management is a fiduciary advisory firm serving clients from Troy, MI and Cape Coral, FL. The team keeps financial planning, investment management, and integrated tax and estate planning in-house, leveraging internal CPAs and an in-house portfolio manager. Portfolios emphasize risk-aware asset allocation using vehicles such as ETFs and mutual funds; custody includes Charles Schwab.
Team overview
61 AVG AGE
$65.2M AVG AUM / ADVISOR
$936.5K AVG AUM / CLIENT
12.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Beacon capital Delta Catalyst Foundation beacon
Client Personas
Ridge
Custodian
Quantum wave Timber oak Frontier insight Value
Investment Themes
Meridian peak Prime Radial Ridge Capital
Investment Vehicles
Vertex Prime vertex
Platform
Radial
Services
Momentum north Capital quantum Atlas Meridian capital Ridge meridian Atlas eagle Frontier Eagle Crest beacon Bridge vector Zenith Summit Quantum Bridge
Technology
Value ember Catalyst zenith Prime Oak timber
Owner & Executives
J
JOHN ERIC BENEDICT
Chief Executive Officer, President
- CRD
- #2783060
- Ownership
- 50% but less than 75%
(792) 687-1829
vertex.catalyst@vectorcapital.com
in linkedin.com/in/summit-unison
JOHN NMN SALOMON JR
Chief Compliance Officer, Chief Financial Officer, VICE PRESIDENT
- CRD
- #3035112
- Ownership
- 50% but less than 75%
(357) 207-8126
foundation.meridian@momentumcapital.com
in linkedin.com/in/legacy-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
Nicholas John Salomon
--
- CRD
- #7314665
(556) 789-6378
prime.peak@alphacapital.com
in linkedin.com/in/harbor-signal
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,720,451 | $213,436 |
| Non-Discretionary | $0 | -- |
| Total | $195,720,451 | $213,436 |
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Separately Managed Accounts
Total SMA Asset: $195,720,451
Public Funds:
38.7% Equity - Exchange:
15.3% Cash:
34.0% Corporate - Investment Grade:
12.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,548,395,719 | 38.7% |
| Equity - Exchange | $612,156,447 | 15.3% |
| Cash | $1,360,347,660 | 34.0% |
| Corporate - Investment Grade | $480,122,703 | 12.0% |
| Total | $4,001,022,529 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK DELTA NORTH | EMBER BRIDGE | 2TAOKKXZT | XCBPZ | 2.52% | $1,819,117 |
| ATLAS BRIDGE RADIAL | ELEMENT EMBER | 7863705EZ | JLEQX | 12.53% | $42,144,007 |
| BRIDGE PATHWAY | FRONTIER MOMENTUM | 6E72WNPJO | ADR | 5.61% | $95,986,179 |
| CREST WAVE CAPITAL | MATRIX WAVE | RRRVP5QO5 | ZXAO | 9.54% | $19,293,107 |
| TIMBER ZENITH RADIAL | FOCUS SIGNAL | E5PX9CEZB | DNYSA | 10.38% | $79,395,126 |
| BRIDGE UNISON NORTH | OPTIMA OPTIMA | GR99IAQ8M | UXM | 9.32% | $105,262,721 |
| CAPITAL FOCUS SIGNAL | LEGACY HARBOR | 99RFHSS7A | CKTDA | 3.42% | $26,966,801 |
| FUSION MERIDIAN | FOUNDATION OAK | QVU869URE | MCYEZ | 9.86% | $44,041,537 |