DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J••• C•••••• M••••••••• I•••
Latest filing Jun 22, 2026
First filing on the tape Mar 1, 2012 · 3 filings
SEC status approved since Jul 13, 2026
RAUM
$167M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
100%
$166M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$167M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$167M as of Jun 22, 2026
Mar 27, 2012$42.9M then
HNW client RAUM: $156M
State-registered IARs (5.B.3)1 as of Jun 22, 2026
Mar 27, 20120 then
Employees (5.A): 1
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 22, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $167MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 43derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.3MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$156M94%
- Individuals$9.5M5.7%
- Charitable organizations$652,3640.4%
- Corporations and businesses$36,8450.0%
- Individual clients
- 18reported
- HNW clients
- 25reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 162reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• E•••• P•••••••Chartered Financial Analyst | Eugene, Or | Jun 11, 2010 | 25 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- B••••••• J••• N•• to N•••••• C•••••• M•••••••••Jun 28, 2016 · Other
Joined, latest
- J•••• E•••• P••••••• from K•• F•••••••• S•••••••• I••Jun 11, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- P•••••••• J••••• E•••• · President/Chief Compliance Officercontrolsince 09/2006 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Jun 22, 2026financial planning (Item 5.G.1): yes on the filing of 2012-03-27, no on the filing of 2026-06-22peers: independent wealth managers, $100M to $500M (5,676)
- compensation changedChange between filings · filing Jun 22, 2026performance-based compensation (Item 5.E.6): no on the filing of 2012-03-27, yes on the filing of 2026-06-22peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 221 to 162Mar 27, 2012 to Jun 22, 2026
- Advisory employees · unset to 1.0Mar 27, 2012 to Jun 22, 2026
- Advisory activities · 3 to 1Mar 27, 2012 to Jun 22, 2026
- HNW clients · unset to 25.0Mar 27, 2012 to Jun 22, 2026
- Individual clients · unset to 18.0Mar 27, 2012 to Jun 22, 2026
- Employees · unset to 1.0Mar 27, 2012 to Jun 22, 2026
- Financial planning clients · 1-10 to 0Mar 27, 2012 to Jun 22, 2026
- State-registered IARs · 0 to 1Mar 27, 2012 to Jun 22, 2026
- Legal name · JP CAPITAL MANAGEMENT, INC. to J••• C•••••• M••••••••• I•••Mar 27, 2012 to Jun 22, 2026
- Other offices · unset to 0.0Mar 27, 2012 to Jun 22, 2026
- Discretionary RAUM · $42.5M to $162MMar 27, 2012 to Jun 22, 2026
- HNW RAUM · unset to 156367242.0Mar 27, 2012 to Jun 22, 2026
- Individual RAUM · unset to 9542535.0Mar 27, 2012 to Jun 22, 2026
- Non-discretionary RAUM · $334,698 to $4.5MMar 27, 2012 to Jun 22, 2026
- RAUM · $42.9M to $167MMar 27, 2012 to Jun 22, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- JPCAPITALMGMT.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 541-343-2064reportedpublic record, Form ADV, Jun 22, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $167Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026