# J2 Capital Management, Inc.

> J2 Capital Management, Inc. is an SEC-registered investment advisory firm in Troy, MI, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 152964
- Filed as: J2 CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152964
- AdvisorCensus page: https://advisorcensus.com/firm/j2-capital-management-inc-troy-mi-152964

## Quick answers

**How is J2 Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), J2 Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**How much does J2 Capital Management, Inc. charge?**
Its Form ADV Part 2A brochure dated February 10, 2026 states: Hourly rate: $250 an hour (Financial Planning Fees; Hourly Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is J2 Capital Management, Inc. located?**
J2 Capital Management, Inc.'s principal office is in Troy, MI, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is J2 Capital Management, Inc. registered with the SEC or a state?**
J2 Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 152964.

**How much does J2 Capital Management, Inc. manage?**
J2 Capital Management, Inc. reports $195,720,451 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**How have J2 Capital Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for J2 Capital Management, Inc.: Regulatory assets under management: $154,161,667 in the October 2021 data and $195,720,451 in the October 2026 data, up 27%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does J2 Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (76); corporations or other businesses not listed above (2).

**Which custodians does J2 Capital Management, Inc. use?**
J2 Capital Management, Inc.'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 J2 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/152964

**Does J2 Capital Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 10, 2026 says: "There is a retail account minimum of $100,000, which may be waived by the investment advisor based on the needs of the client and the complexity of the situation."

**What changed in J2 Capital Management, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> There is a retail account minimum of $100,000, which may be waived by the investment advisor based on the needs of the client and the complexity of the situation.

- Hourly rate: $250 an hour (Financial Planning Fees; Hourly Fees)

> The fee for these services is $250 per hour. The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Investment Advisory Agreement.

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: $195,720,451
- Discretionary: $195,720,451
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $45,386,726 |
| High net worth individuals | 76 | $137,769,988 |
| 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) | 1 | $1,830,224 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $9,685,583 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,047,930 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MI, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Cape Coral, FL

### Websites listed on Form ADV (Item 1.I)
- j2cm.com
- Facebook @J2Capital
- LinkedIn @j2-capital-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,161,667 | 2 | August 5, 2021 |
| October 2022 | $157,143,202 | 3 | September 7, 2022 |
| October 2023 | $161,401,813 | 3 | September 19, 2023 |
| October 2024 | $163,343,220 | 3 | July 30, 2024 |
| October 2025 | $178,738,210 | 5 | March 12, 2025 |
| October 2026 | $195,720,451 | 2 | September 25, 2026 |

Regulatory assets under management: $154,161,667 in the October 2021 data and $195,720,451 in the October 2026 data, up 27%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 2.

### March 2026
- Changed its office addresses in Cape Coral, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J2 Capital Management, Inc. (CRD 152964): Form ADV filing data as of October 2026.