Overview
Assets Under Management: $407 million
Headquarters: HOLDEN, MA
High-Net-Worth Clients: 27
Average Client Assets: $14 million
Frequently Asked Questions
J.R. PRUNIER CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321026), J.R. PRUNIER CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
J.R. PRUNIER CAPITAL MANAGEMENT LLC is headquartered in HOLDEN, MA.
J.R. PRUNIER CAPITAL MANAGEMENT LLC serves 27 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, J.R. PRUNIER CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
J.R. PRUNIER CAPITAL MANAGEMENT LLC manages $407 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, J.R. PRUNIER CAPITAL MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.81
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 424
Discretionary Accounts: 414
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 321026
Filing ID: 2059906
Last Filing Date: 2026-02-26 10:13:06