Donald Capone
J.K. Financial · Houston, Texas
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.
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Facts
| Firm | J.K. Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $195.8M across 417 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 4439111 |
| Exams passed | Series 63 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.street-cents.com |
How Donald's firm compares
- J.K. Financial's average account is about $470,000, from its Form ADV (assets managed divided by 417 accounts).
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Questions about Donald
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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