J
CRD: 311713
JWC Capital Management, LLC
Annapolis, MD, 21403
5715290141
$11.7M Total AUM
$11.7M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2021
- Office Locations
- 1
Office Locations
102 SPA Drive Annapolis MD
About JWC Capital Management, LLC
JWC Capital Management, LLC is a Annapolis-based RIA. The firm has been operating for 5 years. Managing $11.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Focus value
Investment Themes
Momentum beacon
Investment Vehicles
Matrix atlas
Services
Optima Ember
Owner & Executives
JACOLYN HELEN WETMORE
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #2856221
- Ownership
- 75% or more
(828) 476-3532
crest.meridian@wavecapital.com
in linkedin.com/in/insight-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,711,545 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,711,545 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,711,545
Equity - Exchange:
15.6% Public Funds:
22.0% U.S. Government/Agency:
23.8% Corporate - Investment Grade:
19.9% Cash:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $405,833,950 | 15.6% |
| Public Funds | $572,329,930 | 22.0% |
| U.S. Government/Agency | $619,156,924 | 23.8% |
| Corporate - Investment Grade | $517,698,436 | 19.9% |
| Cash | $486,480,440 | 18.7% |
| Total | $2,601,499,680 | 100.0% |