Jrl Capital Advisors LLC (Newport Beach)

Name: Jrl Capital Advisors LLC
Address: 20371 Irvine Ave, Newport Beach, CA, 92660
Telephone: 949-650-2928

Jrl Capital Advisors LLC is a large advisory firm based in Newport Beach. It manages $119.64 million of regulatory assets for 523 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, Florida, and Illinois.

Jrl Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jrl Capital Advisors: assets under management

The assets under management (AUM) of Jrl Capital Advisors LLC is $119.64 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in pooled investment vehicles the most. They account for 75% of the total AUM. The second-largest asset type is exchange traded securities, which make up 15% of the firm’s portfolio. Investments in investment and business development companies form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jrl Capital Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jrl Capital Advisors serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jrl Capital Advisors is high net worth individuals with 390 clients and $61.71 million of assets under management. Among the 10 most similar advisory firms, Jrl Capital Advisors has the 4th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $119.64 million for 523 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jrl Capital Advisors doesn't advise any private funds.

Careers at Jrl Capital Advisors LLC

The company employs 11 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larry Richard Law	President, coo, chief compliance officer	1 Dec 1999	Other	1273118
Jrl Capital Management Group	Owner	1 Dec 1999	75% - 100%	33-0787505

Based in Newport Beach

The principal office where Jrl Capital Advisors LLC performs its advisory services is located at 20371 Irvine Ave, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in Laguna Hills, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-650-2928 or by fax 949-650-2927. The normal business hours are 8:00am 4:00pm on Monday - Friday. You can find more information about the New York firm at capstonewealthplanning.com.