# J.r.pluta Capital Management, Inc.

> J.r.pluta Capital Management, Inc. is a state-registered investment advisory firm in Pittsford, NY, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 124758
- Filed as: J.R.PLUTA CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124758
- AdvisorCensus page: https://advisorcensus.com/firm/j-r-pluta-capital-management-inc-pittsford-ny-124758

## Quick answers

**How is J.r.pluta Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), J.r.pluta Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is J.r.pluta Capital Management, Inc. located?**
J.r.pluta Capital Management, Inc.'s principal office is in Pittsford, NY, according to its Form ADV.

**Is J.r.pluta Capital Management, Inc. registered with the SEC or a state?**
J.r.pluta Capital Management, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 124758.

**How much does J.r.pluta Capital Management, Inc. manage?**
J.r.pluta Capital Management, Inc. reports $16,250,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does J.r.pluta Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3); high net worth individuals (3); charitable organizations (1).

**Does J.r.pluta 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124758

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $16,250,000
- Discretionary: $16,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,250,000 |
| High net worth individuals | 3 | $12,400,000 |
| Charitable organizations | 1 | $2,600,000 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.r.pluta Capital Management, Inc. (CRD 124758): Form ADV filing data as of October 2026.