$263.0M Total AUM
$263.0M Disc. AUM
-- 3Y CAGR
2 Employees
215 ADV. Clients
0 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- InsightWave
- Established Date
- 01-15-2026
- Office Locations
- 1
Office Locations
60 Long Ridge Road STE 212 Stamford CT
About JC Capital Advisors Group LLC
JC Capital Advisors Group LLC is a Stamford-based RIA. The firm has been operating for 0 years. Managing $263.0M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
50 AVG AGE
$263.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Momentum harbor Fusion value
Custodian
Oak momentum Signal meridian Glacier
Investment Themes
Delta alpha Vector Crest
Investment Vehicles
Fusion
Services
Radial matrix Wave Pioneer Optima Alpha summit Eagle vector Vertex
Technology
Vital unison Peak
Owner & Executives
J
JAMES AUGUST COOK
Managing Partner, PRINCIPAL
- CRD
- #2764871
- Ownership
- 75% or more
(864) 964-8547
catalyst.alpha@valuecapital.com
in linkedin.com/in/capital-ember
K
KEVIN THOMAS DUFFY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(348) 376-1030
quantum.frontier@eaglecapital.com
in linkedin.com/in/element-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $263,019,000 | $738,817 |
| Non-Discretionary | $0 | -- |
| Total | $263,019,000 | $738,817 |
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Separately Managed Accounts
Total SMA Asset: $263,019,000
Public Funds:
49.9% Cash:
11.0% U.S. Government/Agency:
20.2% Equity - Exchange:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,436,258,390 | 49.9% |
| Cash | $316,610,066 | 11.0% |
| U.S. Government/Agency | $581,411,212 | 20.2% |
| Equity - Exchange | $543,993,658 | 18.9% |
| Total | $2,878,273,326 | 100.0% |