$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2012
- Office Locations
- 1
Office Locations
1442 Camino DEL MAR Suite 214 DEL MAR CA
About JSB Capital Management, LLC
JSB Capital Management is an independent, privately owned RIA providing fiduciary investment management, wealth preservation, and retirement planning for individuals, families, and small business owners. The firm emphasizes disciplined, research-driven portfolio management tailored to each client’s risk tolerance and income needs, with transparent, asset-based fees (no commissions). Client assets are custodied with Charles Schwab.
Team overview
74 AVG AGE
$10.3M AVG AUM / ADVISOR
$170.8K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
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Asset Classes
Legacy ember Atlas Crest Pioneer vital
Client Personas
Vital vector Radial legacy
Investment Themes
Oak
Investment Vehicles
Vector Catalyst frontier
Services
Value Pioneer eagle
Owner & Executives
J
JULIA ELLEN BUSSIE
President
- CRD
- #1189008
- Ownership
- 75% or more
(264) 701-9882
foundation.prime@elementcapital.com
in linkedin.com/in/atlas-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,251,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,251,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,251,000
Equity - Exchange:
19.9% Cash:
27.5% U.S. Government/Agency:
12.6% Corporate - Non-Investment Grade:
11.8% Equity - OTC:
28.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $748,721,608 | 19.9% |
| Cash | $1,034,665,539 | 27.5% |
| U.S. Government/Agency | $474,064,938 | 12.6% |
| Corporate - Non-Investment Grade | $443,965,577 | 11.8% |
| Equity - OTC | $1,061,002,481 | 28.2% |
| Total | $3,762,420,143 | 100.0% |