Jjp Capital Management, Inc. (Columbia)

Jjp Capital Management, Inc. is a large advisory firm based in Columbia. It manages $194.09 million of regulatory assets for 189 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Missouri.

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

Jjp Capital Management: assets under management

The assets under management (AUM) of Jjp Capital Management, Inc. is $194.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $194.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each.

Investments

The firm invests in non-exchange traded securities the most. They account for 86% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 7% of the firm’s portfolio. Investments in investment grade corporate bonds form 3% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jjp Capital Management, 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.

What kind of clients Christopher J. Pascucci serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Christopher J. Pascucci is high net worth individuals with 13 clients and $129.33 million of assets under management. Among the 8 most similar advisory firms, Jjp Capital Management has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $194.09 million for 50 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jjp Capital Management doesn't advise any private funds.

Careers at Jjp Capital Management, Inc.

The company employs 2 people that are either part- or full-time employees. 100 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.

Christopher J. Pascucci has been acting as President since 1 Apr 2001. Garrard Lynn Banks joined the executive team most recently as the Director/President/Secretary/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher J. Pascucci	Director/treasurer	1 Apr 2001	Other	4388909
Christopher Joseph Pascucci	Director/treasurer	1 Apr 2001	50% - 75%	4388909
Garrard Lynn Banks	Director/secretary/chief compliance officer	1 Apr 2001	50% - 75%	3071054
John Pascucci	Director/president/ceo	1 Apr 2001	75% - 100%	2382659
Garrard Lynn Banks	Director/president/secretary/chief compliance officer	1 Dec 2016	50% - 75%	3071054

Based in Columbia

The principal office where Jjp Capital Management, Inc. performs its advisory services is located at 112 South College Avenue, Columbia, MO 65201 The mailing address of the firm is 112 South College Avenue, Columbia, MO 65201. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [573] 442-2763 or by fax [573] 443-6948. The normal business hours are 9am - 2pm on Monday - Friday.