$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-20-1996
- Office Locations
- 1
Office Locations
-- Wichita KS
About JCM Capital Management
JCM Capital Management is a Wichita, KS-based RIA serving retail investors with discretionary portfolio management via separately managed accounts. The firm’s SMA portfolios are predominantly equity ETFs (with a small cash sleeve) and custody is held at Charles Schwab. Owner/PM John K. Jacob leads the investment process.
Team overview
-- AVG AGE
$35.0M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
29.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Owner & Executives
J
JOHN K JACOB
PORTFOLIO MANAGER
- CRD
- #2306698
- Ownership
- 75% or more
(331) 400-6453
wave.fusion@vertexcapital.com
in linkedin.com/in/pathway-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,000,000
Equity - Exchange:
56.3% Cash:
43.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $653,105,975 | 56.3% |
| Cash | $506,940,161 | 43.7% |
| Total | $1,160,046,136 | 100.0% |