J2 Capital Management, Inc. (Troy)

Name: J2 Capital Management, Inc.
Address: 2025 W. Long Lake Rd., Troy, MI, 48098
Telephone: 248-641-4444

J2 Capital Management, Inc. is a large advisory firm based in Troy. It manages $119.92 million of regulatory assets for 1,043 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Louisiana, Michigan, Ohio, and Texas.

J2 Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

J2 Capital Management: assets under management

The assets under management (AUM) of J2 Capital Management, Inc. is $119.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 140% since the beginning of its operation, and $119.92 million of the total AUM is attributable to clients outside of the United States.

The firm manages $119.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.98 thousand each.

Investments

The firm invests in other assets the most. They account for 60% of the total AUM. The second-largest asset type is investment and business development companies, which make up 17% of the firm’s portfolio. Investments in exchange traded securities form 16% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay J2 Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John Eric Benedict serves?

The firm provides services to individuals, other investment advisers, high net worth individuals, and pension and profit sharing plans. The largest group of clients of John Eric Benedict is individuals with 809 clients and $59.3 million of assets under management. Among the 9 most similar advisory firms, J2 Capital Management has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $119.92 million for 1,043 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

J2 Capital Management doesn't advise any private funds.

Careers at J2 Capital Management, Inc.

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Eric Benedict has been acting as President since 1 Jun 2010. John Nmn Salomon joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michele Nmn Cosgrove Salomon	President/chief compliance officer	1 Apr 2010	75% - 100%	5774732
John Eric Benedict	President	1 Jun 2010	50% - 75%	2783060
John Nmn Salomon	President/chief compliance officer	1 Jun 2010	50% - 75%	3035112
John Salomon	President/chief compliance officer	1 Jun 2010	50% - 75%	3035112

Based in Troy

The principal office where J2 Capital Management, Inc. performs its advisory services is located at 2025 W. Long Lake Rd., Troy, MI 48098, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-641-4444 or by fax 248-250-5418. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at j2cmonline.com.