Jcp Investment Management, LLC
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Overview
Jcp Investment Management, LLC is a financial advisor company headquartered in Houston, Texas. The company administers $244.3 million in total assets throughout 18 accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The company has a small team, including 4 financial advisors. Jcp Investment Management, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as bonds, stocks and options.
Jcp Investment Management, LLC oversees all of its accounts in a discretionary manner. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without needing to seek the customer's approval. The company's average account size is $13.6 million. An average financial advisor at Jcp Investment Management, LLC oversees around five client accounts, making it one of the most personalized firms in the country.
The company's headquarters is located at 1177 West Loop South, Houston, Texas 77027. The company is registered to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jcp Investment Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$244.3 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
18
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$13.6 million
Fee Structure
Financial advisory fees are based on which services the firm provides the client. However, fee types charged by the firm most likely include some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
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
It provides services to retail investors, high net worth investors and pooled investment vehicles. Out of its 18 customers, Jcp Investment Management, LLC's biggest client group is high net worth investors, although it also manages money for six high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 54.55%
- Other Individuals - 9.09%
- Corporations - 36.36%
- Charitable Organizations - 0%
* 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
Jcp Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Jcp Investment Management, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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