Firm
JC Capital Advisors Group
Stamford, Connecticut
Fee-only
JC Capital Advisors Group at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 199 individual clients, 97 of them high net worth.
- Its average account is about $739,000 (assets it manages divided by its 356 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Stamford, Connecticut |
|---|---|
| Website | jccapitaladvisors.com |
| [email protected] | |
| Phone | (203) 889-3400 |
JC Capital Advisors Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $100,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"JCCA generally requires a minimum account size of $100,000 to establish an advisory relationship" source
"JCCA generally requires a minimum account size of $100,000 to establish an advisory relationship" source
"Our fee is a straightforward percentage of the assets we manage for you." source
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 | $263 million |
| Individual clients | 102 |
| High-net-worth clients | 97 |
| Accounts managed | 356 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-134998) |
| Financial planning | Offered |
| Form ADV filed | June 3, 2026 |
| SEC record | CRD 339298 |