Jcap Advisors, LLC (Memphis)

Jcap Advisors, LLC is a large advisory firm based in Memphis. It manages $590.41 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Tennessee.

Jcap Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jcap Advisors: assets under management

The assets under management (AUM) of Jcap Advisors, LLC is $590.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 436% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $590.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $590.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jcap Advisors, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jcap Advisors serves?

The only and largest group of clients of Jcap Advisors is pooled investment vehicles with 1 clients and $590.41 million of assets under management. Among the 8 most similar advisory firms, Jcap Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $590.41 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Jcap Advisors doesn't advise any private funds.

Careers at Jcap Advisors, LLC

The company employs 16 people that are either part- or full-time employees. 19 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Oswell Dean Jernigan	Manager & chief executive officer	1 Jun 2013	50% - 75%	1084560
Gregory William Ward	Chief financial officer, chief compliance officer, secretary & treasurer	1 Jun 2013	Other	6473761
Kristi Williams Jernigan	Member	1 Mar 2015	25% - 50%	4725077
Lindsay Jernigan 2015 Trust	Member	1 Mar 2015	Other	xxx-xx-xxxx
Rainey Jernigan 2015 Trust	Member	1 Mar 2015	Other	xxx-xx-xxxx
Christopher Jernigan 2015 Trust	Member	1 Mar 2015	Other	xxx-xx-xxxx
Angie Jernigan 2015 Trust	Member	1 Mar 2015	Other	xxx-xx-xxxx
Angela Perry 2015 Trust	Member	1 Mar 2015	Other	xxx-xx-xxxx
John Allen Good	President, chief operating officer & chief compliance officer	1 Jun 2015	Other	6519403
William C. Drummond	Cfo, cco, secretary & treasurer	1 Aug 2015	Other	6629009
Kelly P. Luttrell	Cco, senior vp, cfo & treasurer	1 May 2017	Other	6878940

Based in Memphis

The principal office where Jcap Advisors, LLC performs its advisory services is located at 6410 Poplar Avenue, Memphis, TN 38119, which is also the mailing address of the firm. An additional office of the firm is in Berwyn, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-567-9510 or by fax 901-201-5813. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.