Overview

Headquarters
Wethersfield, CT
Total Firm Assets
$2.8 billion
Average High-Net-Worth Client Portfolio Size
$1.7 million

Recent Rankings

Fee Disclosure

Source: FORM ADV PART 2A - JB CAPITAL_FEB 26 2026 (2026-02-25) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.60%
$250,001 $1,000,000 1.50%
$1,000,001 $2,000,000 1.20%
$2,000,001 $3,000,000 1.00%
$3,000,001 $5,000,000 0.80%
$5,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,250 1.52%
$5 million $53,250 1.06%
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
44.67%
Number of High-Net-Worth Clients
724
Total Client Accounts
14,540
Discretionary Accounts
14,540

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
171168
  • FORM ADV PART 2A - JB CAPITAL_FEB 26 2026 (2026-02-25) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions