# J.P. Capital Management, Inc.

> J.P. Capital Management, Inc. is an SEC-registered investment advisory firm in Eugene, OR, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 142109
- Filed as: J.P. CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eugene, OR
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142109
- AdvisorCensus page: https://advisorcensus.com/firm/j-p-capital-management-inc-eugene-or-142109

## Quick answers

**How is J.P. Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), J.P. Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is J.P. Capital Management, Inc. located?**
J.P. Capital Management, Inc.'s principal office is in Eugene, OR, according to its Form ADV.

**Is J.P. Capital Management, Inc. registered with the SEC or a state?**
J.P. Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 142109.

**How much does J.P. Capital Management, Inc. manage?**
J.P. Capital Management, Inc. reports $166,598,986 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (97% discretionary).

**What types of clients does J.P. Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (18).

**Which custodians does J.P. Capital Management, Inc. use?**
J.P. Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does J.P. Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142109

**Does J.P. Capital Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 11, 2026 says: "We do not have any annual fee minimums or asset minimums to commence or continue an advisory relationship."

**What changed in J.P. Capital Management, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 11, 2026)

- Account minimum: None

> We do not have any annual fee minimums or asset minimums to commence or continue an advisory relationship.

- Minimum annual fee: None

> We do not have any annual fee minimums or asset minimums to commence or continue an advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $166,598,986
- Discretionary: $162,074,386
- Non-discretionary: $4,524,600

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $9,542,535 |
| High net worth individuals | 25 | $156,367,242 |
| Charitable organizations | Fewer than 5 | $652,364 |
| Corporations or other businesses not listed above | Fewer than 5 | $36,845 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jpcapitalmgmt.com
- X @polan13

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.P. Capital Management, Inc. (CRD 142109): Form ADV filing data as of October 2026.