AdvisorCensus / Financial advisors / JB Capital Partners
JB Capital Partners
Filed as JB CAPITAL PARTNERS · Legal name Alan W. Weber
JB Capital Partners is an SEC-registered investment advisory firm, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 18, 2026.
Quick answers
From the filingHow is JB Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), JB Capital Partners reports these compensation arrangements: other.
Is JB Capital Partners registered with the SEC or a state?
JB Capital Partners is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 163137.
How much does JB Capital Partners manage?
JB Capital Partners reports $680,700,000 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).
How have JB Capital Partners' assets and staff changed since 2021?
In the Form ADV data for JB Capital Partners: Regulatory assets under management: $386,000,000 in the October 2021 data and $680,700,000 in the October 2026 data, up 76%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does JB Capital Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does JB Capital Partners 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/163137
Does JB Capital Partners state an account minimum?
Its Form ADV Part 2A brochure dated February 18, 2026 says: "The minimum initial investment is $200,000, subject to waiver at the discretion of JB Capital."
What changed in JB Capital Partners' recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $611,839,480 to $680,700,000 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $200,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum initial investment is $200,000, subject to waiver at the discretion of JB Capital.
As stated in the firm's Form ADV Part 2A brochure dated February 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$680,700,000 as of October 2026, filing dated February 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Alan W. Weber
- Also doing business as
- JB CAPITAL PARTNERS, L.P.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $680,700,000 | 1 | February 18, 2026 |
| October 2025 | $611,839,480 | 1 | March 13, 2025 |
| October 2024 | $575,000,000 | 1 | March 22, 2024 |
| October 2023 | $436,000,000 | 1 | March 27, 2023 |
| October 2022 | $545,000,000 | 1 | March 29, 2022 |
| October 2021 | $386,000,000 | 1 | March 29, 2021 |
Regulatory assets under management: $386,000,000 in the October 2021 data and $680,700,000 in the October 2026 data, up 76%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $611,839,480 to $680,700,000 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. JB Capital Partners (CRD 163137): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jb-capital-partners-163137