$57.4M Total AUM
$54.4M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2025
- Office Locations
- 1
Office Locations
-- Prospect KY
About JLA Capital, LLC
JLA Capital, LLC is a Prospect-based RIA. The firm has been operating for 0 years. Managing $57.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
57 AVG AGE
$57.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
J
JEFFREY LEE ED ADKINS
Chief Compliance Officer, Managing Member
- CRD
- #2402104
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,390,000 | -- |
| Non-Discretionary | $2,995,000 | -- |
| Total | $57,385,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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