# J.R. Prunier Capital Management LLC

> J.R. Prunier Capital Management LLC is an SEC-registered investment advisory firm in Holden, MA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 321026
- Filed as: J.R. PRUNIER CAPITAL MANAGEMENT LLC
- Also doing business as: INTENTIONAL CAPITAL, J. R. PRUNIER CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Holden, MA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321026
- AdvisorCensus page: https://advisorcensus.com/firm/j-r-prunier-capital-management-llc-holden-ma-321026

## Quick answers

**How is J.R. Prunier Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), J.R. Prunier Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is J.R. Prunier Capital Management LLC located?**
J.R. Prunier Capital Management LLC's principal office is in Holden, MA, according to its Form ADV.

**Is J.R. Prunier Capital Management LLC registered with the SEC or a state?**
J.R. Prunier Capital Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 321026.

**How much does J.R. Prunier Capital Management LLC manage?**
J.R. Prunier Capital Management LLC reports $407,009,712 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (95% discretionary).

**How have J.R. Prunier Capital Management LLC's assets and staff changed since 2025?**
In the Form ADV data for J.R. Prunier Capital Management LLC: Regulatory assets under management: $126,186,301 in the October 2025 data and $407,009,712 in the October 2026 data, up 223%. Total employees: 1 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does J.R. Prunier Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (27).

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

**Does J.R. Prunier Capital Management LLC 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/321026

**Does J.R. Prunier Capital Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "There is no account minimum for any of JRPCML’s services."

**What changed in J.R. Prunier Capital Management LLC's recent Form ADV filings?**
In the October 2026 filing data: Added the business name Intentional Capital.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> There is no account minimum for any of JRPCML’s services.

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.

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: $407,009,712
- Discretionary: $386,249,141
- Non-discretionary: $20,760,571

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $29,248,115 |
| High net worth individuals | 27 | $377,761,597 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intentionalcapitalnh.com
- jrprunier.com
- LinkedIn @jeffrey-prunier-5991aa30

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $126,186,301 | 1 | April 21, 2025 |
| October 2026 | $407,009,712 | 3 | September 21, 2026 |

Regulatory assets under management: $126,186,301 in the October 2025 data and $407,009,712 in the October 2026 data, up 223%.
Total employees: 1 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added the business name Intentional Capital.

### July 2026
- Registered or notice-filed in WA.

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $126,186,301 to $407,009,712 (+223%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.R. Prunier Capital Management LLC (CRD 321026): Form ADV filing data as of October 2026.