CRD: 285978
Jackson Hole Capital Partners, LLC
$1.1B Total AUM
$832.4M Disc. AUM
23.2% 3Y CAGR
6 Employees
147 ADV. Clients
9 yrs Firm Age
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- Custodian
- Broadridge · Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- North value
- Established Date
- 01-25-2017
- Office Locations
- 1
Office Locations
110 North Elgin Avenue Suite 510 Tulsa OK
About Jackson Hole Capital Partners, LLC
Jackson Hole Capital Partners is an independent, SEC-registered investment manager serving retail and institutional partners with customized portfolios across equities, fixed income, and alternative strategies. Led by former senior institutional asset-management executives, the firm sources proprietary deal flow through a global network. Client reporting is provided via a Tamarac portal (no trading or money movement).
Team overview
39 AVG AGE
$272.6M AVG AUM / ADVISOR
$7.4M AVG AUM / CLIENT
6.5 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Vertex delta Focus ridge
Asset Classes
Pathway summit Atlas vital Glacier fusion Catalyst element Signal wave Pathway Foundation delta Oak Focus
Client Personas
Fusion
Custodian
Quantum Quantum
Investment Themes
Wave focus Glacier vector
Investment Vehicles
Delta Glacier frontier
Platform
Meridian Meridian focus
Services
Peak harbor Harbor Zenith insight Timber Delta Radial delta
Technology
Foundation
Owner & Executives
J
JOHN JOSEPH HASTINGS
Chief Compliance Officer, MANAGING PRINCIPAL, Partner
- CRD
- #6016715
- Ownership
- 50% but less than 75%
(816) 501-1849
crest.unison@matrixcapital.com
in linkedin.com/in/alpha-focus
C
CHANNING STICE SMITH
MANAGING PRINCIPAL, Partner
- CRD
- #4945661
- Ownership
- 50% but less than 75%
(407) 831-3672
summit.vital@radialcapital.com
in linkedin.com/in/oak-unison
V
Vital harbor
Meridian bridge
- CRD
- #39341
- Ownership
- 15.4%
(420) 334-4063
glacier.eagle@zenithcapital.com
in linkedin.com/in/zenith-timber
Showing 2 of 3 owners & executives
Unlock allContacts
P
PHILIP ROBERT HOUCHIN
President
- CRD
- #7331553
(674) 474-2178
momentum.signal@zenithcapital.com
in linkedin.com/in/element-pioneer
J
JORDAN TAYLOR HUNT
Partner
- CRD
- #7248289
(288) 318-8093
capital.north@quantumcapital.com
in linkedin.com/in/pioneer-bridge
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $832,397,555 | $1,336,112 |
| Non-Discretionary | $258,058,366 | $6,616,881 |
| Total | $1,090,455,921 | $1,647,214 |
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Separately Managed Accounts
Total SMA Asset: $1,025,066,593
Equity - Exchange:
34.7% Cash:
14.0% Municipal Bonds:
23.7% U.S. Government/Agency:
9.1% Public Funds:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $437,811,942 | 34.7% |
| Cash | $176,638,824 | 14.0% |
| Municipal Bonds | $299,024,295 | 23.7% |
| U.S. Government/Agency | $114,815,235 | 9.1% |
| Public Funds | $233,415,588 | 18.5% |
| Total | $1,261,705,884 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA OPTIMA | VERTEX RADIAL | 3ISU64B08 | MGG | 5.04% | $109,848,818 |
| PATHWAY PIONEER RIDGE | ELEMENT EMBER | RLPG223IT | STVT | 11.52% | $32,058,136 |
| ATLAS RIDGE EMBER | FOCUS EAGLE | ML05TDI8P | JXA | 5.29% | $61,816,870 |
| HARBOR DELTA SIGNAL | FRONTIER ELEMENT | 2LGRGPGFJ | SHKCH | 11.11% | $12,032,682 |
| ZENITH BRIDGE VERTEX | OPTIMA OAK | 4FPSKY3KC | EEMYU | 3.01% | $93,577,145 |
| CREST HORIZON VITAL | RIDGE OAK | T2C9M7MLF | NIA | 5.08% | $55,720,231 |
| PIONEER SUMMIT | RIDGE PEAK | O1SOEBC81 | SEZDA | 4.62% | $106,578,246 |
| HARBOR CREST EMBER | ATLAS FUSION | T7D4PSAY2 | LWC | 12.54% | $66,372,820 |