J
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2016
- Office Locations
- 1
Office Locations
-- THE Woodlands TX
About Jaston Capital, LLC
Jaston Capital is a Texas state-registered, fee-only investment and tax adviser offering separately managed accounts for individuals and families. Portfolios focus on publicly traded U.S. and non-U.S. equities and U.S. bonds with a long-term approach, avoiding margin and shorting. The firm also provides tax preparation and IRS/state representation; custodies through Interactive Brokers.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$146.8K AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
J
Jeremy Dell Northum
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6679568
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,320,868 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,320,868 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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