J
$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2025
- Office Locations
- 1
Office Locations
-- Boulder CO
About JOY Equity Management LLC
JOY Equity Management LLC is a Boulder-based RIA. The firm has been operating for 1 years. Managing $9.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Financial Planning, Insurance, Tax Planning.
Team overview
43 AVG AGE
$9.2M AVG AUM / ADVISOR
$707.7K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Meridian value
Client Personas
Capital
Investment Vehicles
Ridge
Services
Eagle capital Horizon optima Foundation momentum
Owner & Executives
JONATHAN SCOTT COOPER
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #5203579
- Ownership
- 75% or more
(368) 490-8859
ridge.oak@summitcapital.com
in linkedin.com/in/horizon-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,200,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,200,600 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,200,600
Equity - Exchange:
43.1% Cash:
56.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,223,945,385 | 43.1% |
| Cash | $4,256,206,320 | 56.9% |
| Total | $7,480,151,705 | 100.0% |