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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-19-2016
- Office Locations
- 1
Office Locations
About Journey Capital Advisers, LLC
Journey Capital Advisers is an independent, employee-owned investment manager providing tailored fixed income, equity, and total-portfolio strategies for institutional, family office, and high-net-worth clients nationwide. The firm emphasizes portfolio efficiency, risk management, and collaborative oversight aligned to client objectives. Founded in 2016 by CEO/CIO Jonathan Shiffer, formerly head of portfolio management at Curian Capital.
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Owner & Executives
JONATHAN PATRICK SHIFFER
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #3208090
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,414,983 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,414,983 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,414,983
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,914,496,720 | 24.9% |
| Cash | $3,083,185,481 | 40.1% |
| Equity - OTC | $2,691,059,647 | 35.0% |
| Total | $7,688,741,848 | 100.0% |