CRD: 105374
JJP Capital Management, Inc.
Columbia, MO, 65201
5734422763
$389.9M Total AUM
$389.9M Disc. AUM
11.1% 3Y CAGR
3 Employees
138 ADV. Clients
42 yrs Firm Age
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- Custodian
- Morgan Stanley ยท Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-05-1984
- Office Locations
- 1
Office Locations
112 South College Avenue Columbia MO
About JJP Capital Management, Inc.
JJP Capital Management, Inc. is a Columbia-based RIA. The firm has been operating for 42 years. Managing $389.9M in total assets under management, with 3 advisory representatives. They custody assets with Morgan Stanley and Oppenheimer. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$130.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
12 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
42yrs Firm Age
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Asset Classes
Matrix Oak momentum
Client Personas
Insight zenith
Investment Themes
Quantum summit
Investment Vehicles
Vector quantum
Services
Fusion Ember glacier
Owner & Executives
G
GARRARD LYNN BANKS
Chief Compliance Officer, DIRECTOR, Investment Advisor Representative, President, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
(429) 211-8854
peak.pathway@vectorcapital.com
in linkedin.com/in/matrix-atlas
C
CHRISTOPHER JOSEPH PASCUCCI
DIRECTOR, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
(846) 433-6579
legacy.vital@embercapital.com
in linkedin.com/in/unison-value
M
Momentum glacier
Delta ridge prime
- CRD
- #50897
- Ownership
- 25.9%
(605) 218-5171
capital.vector@crestcapital.com
in linkedin.com/in/peak-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $389,876,403 | $2,130,472 |
| Non-Discretionary | $0 | -- |
| Total | $389,876,403 | $2,130,472 |
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Separately Managed Accounts
Total SMA Asset: $389,876,403
Equity - OTC:
13.1% Cash:
25.2% Municipal Bonds:
10.9% Corporate - Investment Grade:
14.7% Public Funds:
20.2% U.S. Government/Agency:
15.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $617,624,902 | 13.1% |
| Cash | $1,188,102,864 | 25.2% |
| Municipal Bonds | $513,901,636 | 10.9% |
| Corporate - Investment Grade | $693,060,004 | 14.7% |
| Public Funds | $952,368,169 | 20.2% |
| U.S. Government/Agency | $749,636,330 | 15.9% |
| Total | $4,714,693,905 | 100.0% |