Firm
JKG Capital
Westport, Connecticut
Fee-only
JKG Capital at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 14 individual clients, 11 of them high net worth.
- Its average account is about $543,000 (assets it manages divided by its 28 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Westport, Connecticut |
|---|---|
| Website | jkgcapital.com |
| [email protected] | |
| Phone | (203) 571-3557 |
JKG Capital 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our fees on assets under management are 1.00% per year, with a minimum of $1,000 per month." source
"Our fees on assets under management are 1.00% per year, with a minimum of $1,000 per month." 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 | $15 million |
| Individual clients | 3 |
| High-net-worth clients | 11 |
| Accounts managed | 28 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 21, 2026 |
| SEC record | CRD 284609 |