Jhs Capital Advisors, Inc. (Tampa)

Name: Jhs Capital Advisors, Inc.
Address: 501 E. Kennedy Blvd, Tampa, FL, 33602
Telephone: 813-202-7960

Jhs Capital Advisors, Inc. is a large advisory firm based in Tampa. It manages $144.52 million of regulatory assets for 474 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Arkansas, California, and 25 other states.

Jhs Capital Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jhs Capital Advisors: assets under management

The assets under management (AUM) of Jhs Capital Advisors, Inc. is $144.52 million. The firm's AUM has grown by 452% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $61.32 million in discretionary accounts and $83.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $326.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $290.89 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jhs Capital Advisors, Inc. 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.

Careers at Jhs Capital Advisors, Inc.

Frank John Mcpartland joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Reid Richardson	Chief executive officer	1 Nov 2004	Other	1006146
Kirk Elliott Kubach	Cfo/finop	1 Mar 2006	Other	2360071
Inc. Jhs Capital Holdings	Owner	1 Dec 2009	75% - 100%	27-1450255
Frank John Mcpartland	Sr.vp operations	1 Jan 2010	Other	330284
Paul Henry Chuzi	Chief compliance officer	1 Mar 2010	Other	2121661
Ana Roumenova Carter	Cfo/finop	1 Aug 2010	Other	4424794
Frederick John Iii Vetter	Chief compliance officer	1 Sep 2010	Other	2155203
Scott William Nagorka	Director of supervison	1 Sep 2010	Other	2567545
William R Turner	Chief supervision and risk officer	1 Dec 2010	Other	859497
Scott James Bendert	Chief executive officer	1 Jan 2011	Other	5602806
Kelley Ann Mcmahon	Chief supervision and risk officer	1 May 2011	Other	2394493
Frank John Mcpartland	Chief operating officer	1 Jul 2011	Other	330284

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John H. Sykes	Owner	1 May 1997	75% - 100%	xxx-xx-xxxx
1997 Revocable Trust John H.Sykes	Owner	1 May 1997	75% - 100%	23-9506262
Llc Hyde Park Equity Investments	Owner	1 Dec 2004	75% - 100%	20-2168325
Llc Hyde Park Equity Holdings	Owner	1 Dec 2004	75% - 100%	20-2168286
John H. Sykes	Owner/trustee	1 Dec 2004	75% - 100%	xxx-xx-xxxx
John H. Sykes	Owner	1 Dec 2009	75% - 100%	xxx-xx-xxxx
Inc Jhs Capital Holdings	Owner	1 Dec 2009	75% - 100%	27-1450255
Llc Hyde Park Equity Investments	Owner	1 Dec 2009	75% - 100%	20-2168325
John H. Sykes	Owner	1 Jan 2010	75% - 100%	xxx-xx-xxxx

Based in Tampa

The principal office where Jhs Capital Advisors, Inc. performs its advisory services is located at 501 E. Kennedy Blvd, Tampa, FL 33602, which is also the mailing address of the firm. An additional office of the firm is in Natchez, MS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-202-7960 or by fax 813-202-7976. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pointecapital.com.