$108.5M Total AUM
$107.8M Disc. AUM
-- 3Y CAGR
3 Employees
330 ADV. Clients
29 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-1996
- Office Locations
- 1
Office Locations
5100 Parkcenter AVE Suite 120 Dublin OH
About JRP Capital Corp
JRP Capital Corp is a Dublin, Ohio retail advisory firm providing asset management, asset allocation, and portfolio construction, with a client focus that includes entrepreneurs. Investment implementation spans ETFs, mutual funds, fixed income, and annuity solutions, with hedge funds noted as an additional vehicle. Custody is listed with TD Ameritrade. Their primary .com domain currently appears to be parked/for sale, suggesting limited web presence.
Team overview
-- AVG AGE
$54.3M AVG AUM / ADVISOR
$328.8K AVG AUM / CLIENT
29.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TROY LUTHER LUKE
President
- CRD
- #2242843
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,750,000 | $677,673 |
| Non-Discretionary | $750,000 | $750,000 |
| Total | $108,500,000 | $678,125 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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