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Jcd Investments, LLC (Columbus)


Jcd Investments, LLC is an adviser based in Columbus. It manages $25.5 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2001.




Jcd Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jcd Investments: assets under management

The assets under management (AUM) of Jcd Investments, LLC is $25.5 million. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.5 million in discretionary accounts and $20 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $186.92 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jcd Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where Jcd Investments, LLC performs its advisory services is located at 3118 North National Road, Columbus, IN 47201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 812-372-8176 or by fax 812-372-4355. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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