AdvisorCensus / Financial advisors / Connecticut / Bridgeport / JC Capital Advisors Group LLC
JC Capital Advisors Group LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.
Quick answers
From the filingHow is JC Capital Advisors Group LLC compensated?
On its Form ADV (Item 5.E, October 2026), JC Capital Advisors Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does JC Capital Advisors Group LLC charge?
Its Form ADV Part 2A brochure dated June 3, 2026 states: Flat fee: $1,000 to $5,000 (standalone financial planning services); Flat fee: $1,000 to $10,000 (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is JC Capital Advisors Group LLC located?
JC Capital Advisors Group LLC's principal office is in Stamford, CT, according to its Form ADV.
Is JC Capital Advisors Group LLC registered with the SEC or a state?
JC Capital Advisors Group LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 339298.
How much does JC Capital Advisors Group LLC manage?
JC Capital Advisors Group LLC reports $263,019,000 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).
What types of clients does JC Capital Advisors Group LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (97); corporations or other businesses not listed above (11).
Does JC Capital Advisors Group 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/339298
Does JC Capital Advisors Group LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 3, 2026 says: "The Firm generally requires a minimum account size of $100,000 to establish and maintain an advisory relationship. However, the Firm reserves the discretion to waive or reduce this minimum based on individual circumstances."
What changed in JC Capital Advisors Group LLC's recent Form ADV filings?
In the June 2026 filing data: Regulatory assets under management went from $0 to $263,019,000. Registered or notice-filed in AZ, CO, GA, IA, KS, MD, ME, MI, MN, NC, NJ, NM, NV, OH, OR, PA, SC, WI, WV. Updated its list of owners and control persons (Schedule A).
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- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Firm generally requires a minimum account size of $100,000 to establish and maintain an advisory relationship. However, the Firm reserves the discretion to waive or reduce this minimum based on individual circumstances.
Flat fee: $1,000 to $5,000 (standalone financial planning services)
The brochure's wording
Fixed fees for financial planning will typically range from $1,000 - $5,000, depending on the scope and complexity of the work.
Flat fee: $1,000 to $10,000 (consulting services)
The brochure's wording
Fixed fees for consulting services will typically range from $1,000 - $10,000, depending on the scope and complexity of the work.
As stated in the firm's Form ADV Part 2A brochure dated June 3, 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$263,019,000 as of October 2026, filing dated June 3, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
28 states or jurisdictions
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
Changes in the filing
Last 12 months- June 2026
- Regulatory assets under management went from $0 to $263,019,000.
- Registered or notice-filed in AZ, CO, GA, IA, KS, MD, ME, MI, MN, NC, NJ, NM, NV, OH, OR, PA, SC, WI, WV.
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Newly registered with the SEC.
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.ISource: 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. JC Capital Advisors Group LLC (CRD 339298): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jc-capital-advisors-group-llc-stamford-ct-339298