AdvisorCensus / Financial advisors / Utah / Salt Lake City / Jordanelle Capital
Jordanelle Capital
Filed as JORDANELLE CAPITAL · Legal name Jordanelle Capital, LLC
Jordanelle Capital is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.
Quick answers
From the filingHow is Jordanelle Capital compensated?
On its Form ADV (Item 5.E, October 2026), Jordanelle Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Jordanelle Capital located?
Jordanelle Capital's principal office is in Salt Lake City, UT, according to its Form ADV.
Is Jordanelle Capital registered with the SEC or a state?
Jordanelle Capital is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323676.
How much does Jordanelle Capital manage?
Jordanelle Capital reports $179,156,547 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (30% discretionary).
How have Jordanelle Capital's assets and staff changed since 2023?
In the Form ADV data for Jordanelle Capital: Regulatory assets under management: $172,423,839 in the October 2023 data and $179,156,547 in the October 2026 data, up 4%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Jordanelle Capital serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).
Does Jordanelle Capital 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/323676
What changed in Jordanelle Capital's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $202,632,729 to $179,156,547 (-12%). 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
- Performance-based 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 2ASee the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$179,156,547 as of October 2026, filing dated June 26, 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
- Jordanelle Capital, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (3 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- 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 | $179,156,547 | 2 | June 26, 2026 |
| October 2025 | $202,632,729 | 3 | May 6, 2025 |
| October 2024 | $219,977,225 | 2 | March 26, 2024 |
| October 2023 | $172,423,839 | 2 | March 30, 2023 |
Regulatory assets under management: $172,423,839 in the October 2023 data and $179,156,547 in the October 2026 data, up 4%.
Total employees: 2 in October 2023 and 2 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- April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $202,632,729 to $179,156,547 (-12%).
- Updated its list of owners and control persons (Schedule A).
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. Jordanelle Capital (CRD 323676): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jordanelle-capital-salt-lake-city-ut-323676