CRD: 281325
JMS Capital Group Wealth Services, LLC
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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Timber legacy
- Established Date
- 10-02-2015
- Office Locations
- 1
Office Locations
About JMS Capital Group Wealth Services, LLC
JMS Capital Group Wealth Services, LLC is an RIA serving high net worth individuals, families and businesses with integrated wealth management and family office-style coordination of tax, estate and insurance needs. Portfolios incorporate public markets alongside alternatives such as direct private real estate, private equity and absolute-return strategies, plus portfolio lending. Clients can quantify risk tolerance using a Risk Number framework, and the firm offers curated access to a private equity manager via a single diversified investment.
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Owner & Executives
MELISSA TSAGGARIS CORSO
Chief Compliance Officer, Vice President
- CRD
- #2981435
- Ownership
- Less than 5%
JOHN MARTIN SCHNEIDER
Chief Executive Officer, President
- CRD
- #2360548
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SCOTT WILLIAM MILLER
Financial Advisor, General Partner
- CRD
- #3101109
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,585,288 | $328,294 |
| Non-Discretionary | $38,421,535 | $6,403,589 |
| Total | $174,006,823 | $415,291 |
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Separately Managed Accounts
Total SMA Asset: $174,006,823
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,307,517,313 | 18.9% |
| Equity - Exchange | $553,446,482 | 8.0% |
| Cash | $2,497,427,249 | 36.1% |
| U.S. Government/Agency | $2,559,689,979 | 37.0% |
| Total | $6,918,081,023 | 100.0% |