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J2 CAPITAL MANAGEMENT, INC.
CRD 152964File 801-107928
APPROVED
Retail clients
Custody
Filing as of Feb 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$195.7M
Below cohort median (national)
Discretionary AUM
$195.7M
Clients
209
917 accounts
Employees
3
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 2, 2016
- Principal office
- 1301 W LONG LAKE RD, SUITE 260, TROY, MI, 48098
- Phone
- 248-641-4444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $195.7M
- Discretionary AUM
- $195.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 917
- Non-discretionary accounts
- 0
- Total accounts
- 917
- AUM per client
- $936K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.0M |
| Other investment advisers | Fewer than 5 | $9.7M |
| High net worth individuals | 76 | $137.8M |
| Pension and profit sharing plans | 1 | $1.8M |
| Individuals (other than high net worth individuals) | 129 | $45.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — SUBADVISER FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.