Firm
JV Global Capital
Houston, Texas
Fee-only
JV Global Capital at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 15 individual clients, 2 of them high net worth.
- Its average account is about $770,000 (assets it manages divided by its 30 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | jvglobalcap.com |
| Phone | (832) 528-0238 |
JV Global Capital fees
JV Global Capital 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 | $23 million |
| Individual clients | 13 |
| High-net-worth clients | 2 |
| Accounts managed | 30 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-122487) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 316742 |