# Donald Capone

> Donald Capone is a fee-only financial advisor at J.K. Financial in Houston, Texas, who holds the CFA credential. J.K. Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-capone/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** J.K. Financial
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $195.8M across 417 accounts
- **Credentials:** CFA
- **CRD:** 4439111 (https://adviserinfo.sec.gov/individual/summary/4439111)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2001)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.street-cents.com

## Frequently asked questions

### Is Donald Capone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and J.K. Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald charge for financial advice?

Donald's firm, J.K. Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Donald Capone based?

Donald Capone is based in Houston, Texas.

### What credentials does Donald Capone hold?

Donald Capone holds the CFA credential.

### Is Donald Capone registered with the SEC?

Yes. Donald Capone is registered as an investment adviser representative in TX (CRD 4439111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does J.K. Financial manage?

J.K. Financial reports $195.8M across 417 accounts in assets under management.

### How do I contact Donald Capone?

Through Donald's website, www.street-cents.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4439111): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.