# JCM3 Asset Management, LLC

> JCM3 Asset Management, LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 28, 2026.

- CRD: 327263
- Filed as: JCM3 ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: February 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327263
- AdvisorCensus page: https://advisorcensus.com/firm/jcm3-asset-management-llc-327263

## Quick answers

**How is JCM3 Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JCM3 Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is JCM3 Asset Management, LLC registered with the SEC or a state?**
JCM3 Asset Management, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327263.

**How much does JCM3 Asset Management, LLC manage?**
JCM3 Asset Management, LLC reports $2,210,000 in regulatory assets under management in its Form ADV filing dated February 28, 2026 (100% discretionary).

**How have JCM3 Asset Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for JCM3 Asset Management, LLC: Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does JCM3 Asset 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327263

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,210,000
- Discretionary: $2,210,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $2,210,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 1 | July 18, 2023 |
| October 2026 | $2,210,000 | 1 | February 28, 2026 |

Total employees: 1 in October 2023 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JCM3 Asset Management, LLC (CRD 327263): Form ADV filing data as of October 2026.