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Jb Capital LLC

● SEC registered since 2014CRD 171168SEC# 801-79713Wethersfield, CT
Export (members)
Reg. AUM
$2.78B
Employees
64
Accounts
14,540
Location
Wethersfield, CT

Jb Capital LLC assets under management

Jb Capital LLC is an SEC-registered investment adviser based in Wethersfield, CT. The firm has been registered since 2014. It reports $2.8 billion in regulatory assets under management and employs 64 people.

Jb Capital LLC owners & executives

8 reported
NameTitleOwnershipSince
Financial Retirement Solutions, LLC ControlMemberOver 75%2005
Joel Mark Johnson ControlManaging PartnerUnder 5%2014
Kevin B. Crawford ControlChief Compliance OfficerUnder 5%2019
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Frequently asked questions

How much does Jb Capital LLC manage?

Jb Capital LLC reports $2.8 billion in regulatory assets under management on its Form ADV.

How many employees does Jb Capital LLC have?

Jb Capital LLC reports 64 employees.

Where is Jb Capital LLC located?

Jb Capital LLC is based in Wethersfield, CT and has been SEC-registered since 2014.

Does Jb Capital LLC disclose fund performance?

Jb Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Great Meadow Road, Suite 502, Wethersfield, CT 06109
Phone860-372-4800
Fax203-774-1118
Office hours9:00 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.78B▲ 32%
Feb '25 — $2.11BMar '25 — $2.11BApr '25 — $2.11BMay '25 — $2.11BJun '25 — $2.11BJul '25 — $2.11BAug '25 — $2.11BSep '25 — $2.11BOct '25 — $2.11BNov '25 — $2.11BDec '25 — $2.11BJan '26 — $2.11BFeb '26 — $2.78BMar '26 — $2.78BApr '26 — $2.78BMay '26 — $2.78BJun '26 — $2.78B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers

Assets under management

$2.78Bregulatory AUM
Discretionary $2.78B