# Torrey Capital Investments

> Torrey Capital Investments is a state-registered investment advisory firm in Cardiff-By-The-Sea, CA, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 134599
- Filed as: TORREY CAPITAL INVESTMENTS
- Legal name: JBK Investments, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cardiff-By-The-Sea, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134599
- AdvisorCensus page: https://advisorcensus.com/firm/torrey-capital-investments-cardiff-by-the-sea-ca-134599

## Quick answers

**How is Torrey Capital Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Torrey Capital Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Torrey Capital Investments located?**
Torrey Capital Investments' principal office is in Cardiff-By-The-Sea, CA, according to its Form ADV.

**Is Torrey Capital Investments registered with the SEC or a state?**
Torrey Capital Investments is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 134599.

**How much does Torrey Capital Investments manage?**
Torrey Capital Investments reports $99,804,989 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Torrey Capital Investments serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (218); individuals (other than high net worth individuals) (13).

**Does Torrey Capital Investments 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/134599

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $99,804,989
- Discretionary: $99,804,989
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $1,141,226 |
| High net worth individuals | 218 | $98,663,763 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [torreycapitalinvestments.com](https://torreycapitalinvestments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Torrey Capital Investments (CRD 134599): Form ADV filing data as of October 2026.