$15.2M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- UnisonRadial +more
- Established Date
- 09-20-2016
- Office Locations
- 1
Office Locations
55 Post Road West 2ND Floor Westport CT
About JKG Capital LLC
JKG Capital LLC is a boutique Westport, CT registered investment adviser providing investment management and financial planning for retail clients. The firm emphasizes ETF-centric portfolio construction with a risk-management lens and can coordinate estate planning and insurance needs. Led by managing principal James Kane Gilchrest and custodied at Interactive Brokers.
Team overview
47 AVG AGE
$15.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
North Meridian Ridge Delta Element prime Delta oak
CRM
Quantum peak
Custodian
Atlas matrix Timber Crest Focus Wave horizon Vital north Radial pioneer Summit
Fund Managers
Vital Zenith
Investment Themes
Vector Fusion momentum
Investment Vehicles
Radial North
Platform
Summit
Services
Zenith vital Pioneer Eagle north Harbor Value
Technology
Bridge Value fusion Prime optima
Owner & Executives
JAMES KANE GILCHREST
Investment Advisor, MANAGING PRINCIPAL
- CRD
- #4707780
- Ownership
- 75% or more
(389) 825-4407
glacier.peak@summitcapital.com
in linkedin.com/in/oak-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,214,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,214,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,214,000
Equity - Exchange:
79.0% Cash:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,073,797,380 | 79.0% |
| Cash | $817,085,379 | 21.0% |
| Total | $3,890,882,759 | 100.0% |