J
CRD: 159484
James Capital Management LLC
Wenatchee, WA
8776643701
$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2013
- Office Locations
- 1
Office Locations
-- Wenatchee WA
About James Capital Management LLC
James Capital Management LLC is a Wenatchee-based RIA. The firm has been operating for 13 years. Managing $4.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$466.7K AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Vertex Bridge capital Summit element Frontier Catalyst value
Investment Themes
Prime Alpha pioneer Atlas
Investment Vehicles
Eagle
Services
Catalyst vector
Owner & Executives
J
JUSTIN JAMES BLIGGENSTORFER
--
- CRD
- --
- Ownership
- 50% but less than 75%
(206) 270-8239
vital.foundation@embercapital.com
in linkedin.com/in/radial-vector
R
RICHARD CARL BLIGGENSTORFER
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2151299
- Ownership
- 50% but less than 75%
(321) 434-4959
focus.crest@peakcapital.com
in linkedin.com/in/zenith-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,200,000
Equity - Exchange:
65.5% Cash:
34.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,408,171,848 | 65.5% |
| Cash | $1,795,143,951 | 34.5% |
| Total | $5,203,315,799 | 100.0% |