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 Feb 11, 2026
First filing on the tape Dec 19, 2011 · 38 filings
SEC status approved since Jun 2, 2016
RAUM
$196M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$183M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$65.2M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$196M as of Feb 11, 2026
Aug 3, 2016$106M then
HNW client RAUM$138M as of Feb 11, 2026
Aug 29, 2018$50.9M then
State-registered IARs (5.B.3)3 as of Feb 11, 2026
Aug 3, 20162 then
Employees (5.A)3 as of Feb 11, 2026
Aug 3, 20163 then
Private funds: no history
RAUM +9.5% over the last fiscal year+7.6% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Feb 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $65.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 68derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $213,436derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.5%derived
- Compensation
- percentage of assets, hourly, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $27.6M, 104 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$138M70%
- Individuals$45.4M23%
- Other investment advisers$9.7M4.9%
- Pension and profit-sharing plans$1.8M0.9%
- Corporations and businesses$1.0M0.5%
- Individual clients
- 129reported
- HNW clients
- 76reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 917reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $27.6M for 104 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.05 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• N•• S••••••Certified Financial Planner | Troy, Mi | Jul 1, 2010 | 28 y | 4 |
| J••• E••• B••••••• | Troy, Mi | Jul 23, 2010 | 28 y | 3 |
| N••••••• J••• S•••••• | Troy, Mi | Jan 15, 2022 | 11 y | 0 |
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•••••• G•••• F•••••• to S•••••••••Aug 7, 2014 · Other
- W•••••• L•••••• B••••• to G•••••••• F•••••••• G••••• I•••Nov 14, 2011 · Other
Joined, latest
- W•••••• L•••••• B••••• from T• A••••••••• I••••••••• M••••••••• L••Oct 19, 2010 · Other
- J••• E••• B••••••• from C••••••••• F•••••••• N••••••Jul 23, 2010 · Other
- J••• N•• S•••••• from C••••••••• F•••••••• N••••••Jul 1, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• J•••• E••• · Presidentcontrolsince 06/2010 · owns 50% to 75%
- S••••••• J•••• N•• · Vice President/Chief Compliance Officercontrolsince 06/2010 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Troy, Mi · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Cape Coral, FL2 employees
What changed
consecutive filings, newest first
- Accounts · 844 to 917Oct 23, 2025 to Feb 11, 2026
- HNW clients · 66 to 76Oct 23, 2025 to Feb 11, 2026
- Individual clients · 138 to 129Oct 23, 2025 to Feb 11, 2026
- Pension plan clients · 0 to 1Oct 23, 2025 to Feb 11, 2026
- Employees · 5 to 3Oct 23, 2025 to Feb 11, 2026
- Discretionary RAUM · $179M to $196MOct 23, 2025 to Feb 11, 2026
- HNW RAUM · $113M to $138MOct 23, 2025 to Feb 11, 2026
- Individual RAUM · $51.3M to $45.4MOct 23, 2025 to Feb 11, 2026
- Pension RAUM · $0 to $1.8MOct 23, 2025 to Feb 11, 2026
- RAUM · $179M to $196MOct 23, 2025 to Feb 11, 2026
- Accounts · 919 to 844Jul 30, 2024 to Mar 12, 2025
- Corporate clients · 1 to 2Jul 30, 2024 to Mar 12, 2025
- HNW clients · 60 to 66Jul 30, 2024 to Mar 12, 2025
- Individual clients · 153 to 138Jul 30, 2024 to Mar 12, 2025
- Pension plan clients · 1 to 0Jul 30, 2024 to Mar 12, 2025
- Assets in custody · unset to 27622044.0Jul 30, 2024 to Mar 12, 2025
- Custody of client assets · false to trueJul 30, 2024 to Mar 12, 2025
- Employees · 3 to 5Jul 30, 2024 to Mar 12, 2025
- Insurance-licensed employees · 2 to 0Jul 30, 2024 to Mar 12, 2025
- Financial planning clients · 101-250 to 101-250Jul 30, 2024 to Mar 12, 2025
- Discretionary RAUM · $163M to $179MJul 30, 2024 to Mar 12, 2025
- HNW RAUM · $99.6M to $113MJul 30, 2024 to Mar 12, 2025
- Individual RAUM · $53.3M to $51.3MJul 30, 2024 to Mar 12, 2025
- Pension RAUM · $1.4M to $0Jul 30, 2024 to Mar 12, 2025
- RAUM · $163M to $179MJul 30, 2024 to Mar 12, 2025
- Accounts · 1,134 to 919Jan 24, 2024 to Jul 30, 2024
- HNW clients · 51 to 60Jan 24, 2024 to Jul 30, 2024
- Individual clients · 166 to 153Jan 24, 2024 to Jul 30, 2024
- Pension plan clients · 2 to 1Jan 24, 2024 to Jul 30, 2024
- Discretionary RAUM · $161M to $163MJan 24, 2024 to Jul 30, 2024
- HNW RAUM · $86.2M to $99.6MJan 24, 2024 to Jul 30, 2024
- Individual RAUM · $59.1M to $53.3MJan 24, 2024 to Jul 30, 2024
- Pension RAUM · $2.9M to $1.4MJan 24, 2024 to Jul 30, 2024
- RAUM · $161M to $163MJan 24, 2024 to Jul 30, 2024
- Insurance-licensed employees · 1 to 2Sep 6, 2023 to Sep 19, 2023
- State-registered IARs · 2 to 3Sep 6, 2023 to Sep 19, 2023
- Accounts · 1,158 to 1,134Oct 12, 2022 to Sep 6, 2023
- HNW clients · 52 to 51Oct 12, 2022 to Sep 6, 2023
- Individual clients · 165 to 166Oct 12, 2022 to Sep 6, 2023
- Discretionary RAUM · $157M to $161MOct 12, 2022 to Sep 6, 2023
Signals
1 dated events
- J• C•••••• M••••••••• I••• filed its initial SEC registration (Form ADV)May 27, 2016 · First SEC registration · fact
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
- Business phone
- 248-641-4444reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 248-965-0439reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-888-0430reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/j2-capital-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- j2cm.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-641-4444reportedpublic record, Form ADV, Feb 11, 2026
- Contact form
- j2cm.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- j2cm.com/our-firm/our-teamreportedpublished by the firm, firm site, Sep 16, 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
- $65.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026