Janney Capital Management LLC
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Overview
Janney Capital Management LLC operates as a financial advisor firm located in Pittsburgh, Pennsylvania. It administers $4.3 billion in assets under management over 13,797 accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). The company has a small team, including 10 financial advisors. Janney Capital Management LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, bonds and stocks.
Janney Capital Management LLC oversees more than half of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without requiring the client's authorization. The company also has 5,973 non-discretionary accounts totaling $1.4 billion in AUM. The company oversees an average of $308,195 in assets for each account. The average advisor at Janney Capital Management LLC administers about 1,380 client accounts.
The company's main office is at One Ppg Place, Pittsburgh, Pennsylvania 15222. The company is legally registered to provide services to customers across 49 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Janney Capital Management LLC by the Numbers
$4.3 billion
13
13,797
$308.2 thousand
Fee Structure
A financial advisor's fees are based on which services are offered. However, fees billed by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a broad range of clients. It provides services to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 13,797 accounts, Janney Capital Management LLC's biggest client type is retail investors, although it also manages money for 2,978 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 21.58%
- Other Individuals - 76.05%
- Corporations - 1.33%
- Charitable Organizations - 1.04%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Janney Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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