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J.P. CAPITAL MANAGEMENT, INC.

CRD 142109File 801-136722
APPROVED
Retail clients
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$166.6M
Bottom 25% of cohort (national)
Discretionary AUM
$162.1M
Non-discretionary $4.5M
Clients
43
162 accounts
Employees
1
Bottom 25% of cohort in OR

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
SFRO
Registration date
Jul 13, 2026
Principal office
4990 HUNTERS GLEN DR, EUGENE, OR, 97405
Phone
541-343-2064

Assets & accounts

ADV Item 5F
Total regulatory AUM
$166.6M
Discretionary AUM
$162.1M
Non-discretionary AUM
$4.5M
Discretionary accounts
146
Non-discretionary accounts
16
Total accounts
162
AUM per client
$3.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$37K
Charitable organizationsFewer than 5$652K
High net worth individuals25$156.4M
Individuals (other than high net worth individuals)18$9.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.