Overview
Assets Under Management: $105 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 272
Average Client Assets: $0.2 million
Frequently Asked Questions
JRL CAPITAL ADVISORS 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 #108162), JRL CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
JRL CAPITAL ADVISORS LLC is headquartered in NEWPORT BEACH, CA.
JRL CAPITAL ADVISORS LLC serves 272 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, JRL CAPITAL ADVISORS LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
JRL CAPITAL ADVISORS LLC manages $105 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, JRL CAPITAL ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 272
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.00%
Average Client Assets: $0.2 million
Total Client Accounts: 302
Non-Discretionary Accounts: 302
Regulatory Filings
CRD Number: 108162
Filing ID: 1851625
Last Filing Date: 2024-03-25 12:41:00