Firm
JAG Capital Management
St. Louis, Missouri
Fee-only
JAG Capital Management at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 12 advisors are listed here; 1 of 12 hold the CFA.
- Its Form ADV reports 21 employees and 385 individual clients, 101 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 1,675 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | jagcapm.com |
| Phone | (314) 997-1277 |
JAG Capital Management fees
JAG Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.9 billion |
| Individual clients | 284 |
| High-net-worth clients | 101 |
| Accounts managed | 1,675 |
| Employees | 21 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-72799) |
| Financial planning | Offered |
| Form ADV filed | May 21, 2026 |
| SEC record | CRD 159227 |