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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
- Website
- https://x.com/polan13
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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $37K |
| Charitable organizations | Fewer than 5 | $652K |
| High net worth individuals | 25 | $156.4M |
| Individuals (other than high net worth individuals) | 18 | $9.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

