CRD: 339298
JC Capital Advisors Group LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-15-2026
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 215 clients, or 215 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on June 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review JC Capital Advisors Group LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full JC Capital Advisors Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES AUGUST COOK
Managing Partner
- CRD
- #2764871
- Ownership
- 75% or more
KEVIN THOMAS DUFFY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $263,019,000 | $738,817 |
| Non-Discretionary | $0 | -- |
| Total | $263,019,000 | $738,817 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
JC Capital Advisors Group LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.