{
  "crd_number": 339298,
  "slug": "jc-capital-advisors-group-llc-stamford-ct-339298",
  "primary_business_name": "JC CAPITAL ADVISORS GROUP LLC",
  "legal_name": "JC CAPITAL ADVISORS GROUP LLC",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-01-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-03",
  "carried_forward": false,
  "raum_total": 263019000.0,
  "raum_discretionary": 263019000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 19000.0,
      "count": 2
    },
    "individuals": {
      "raum": 28000000.0,
      "count": 102
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 18000000.0,
      "count": 3
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 204000000.0,
      "count": 97
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 13000000.0,
      "count": 11
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IA",
    "IL",
    "KS",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TX",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://jccapitaladvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339298",
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/jc-capital-advisors-group-llc-stamford-ct-339298",
  "display_name": "JC Capital Advisors Group LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. JC Capital Advisors Group LLC (CRD 339298): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is JC Capital Advisors Group LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does JC Capital Advisors Group LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is JC Capital Advisors Group LLC located?",
      "a": "JC Capital Advisors Group LLC's principal office is in Stamford, CT, according to its Form ADV."
    },
    {
      "q": "Is JC Capital Advisors Group LLC registered with the SEC or a state?",
      "a": "JC Capital Advisors Group LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 339298."
    },
    {
      "q": "How much does JC Capital Advisors Group LLC manage?",
      "a": "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)."
    },
    {
      "q": "What types of clients does JC Capital Advisors Group LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does JC Capital Advisors Group LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does JC Capital Advisors Group LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in JC Capital Advisors Group LLC's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $5,000 (standalone financial planning services)",
      "Flat fee: $1,000 to $10,000 (consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Firm generally requires a minimum account size of $100,000 to establish and maintain an \nadvisory relationship. However, the Firm reserves the discretion to waive or reduce this \nminimum based on individual circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $5,000 (standalone financial planning services)"
        ],
        "quotes": [
          "Fixed fees for financial planning will typically range from $1,000 - $5,000, depending on the scope and complexity of the work."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $10,000 (consulting services)"
        ],
        "quotes": [
          "Fixed fees for consulting services will typically range from $1,000 - $10,000, depending on the scope and complexity of the work."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "standalone financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "consulting services"
        }
      ]
    },
    "quotes": [
      "The Firm generally requires a minimum account size of $100,000 to establish and maintain an \nadvisory relationship. However, the Firm reserves the discretion to waive or reduce this \nminimum based on individual circumstances.",
      "Fixed fees for financial planning will typically range from $1,000 - $5,000, depending on the scope and complexity of the work.",
      "Fixed fees for consulting services will typically range from $1,000 - $10,000, depending on the scope and complexity of the work."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jc-capital-advisors-group-llc-stamford-ct-339298.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 28000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 97,
      "fewer_than_5": false,
      "raum": 204000000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 18000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 19000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 13000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339298",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}