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•• F••• A•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 21, 2019 · 12 filings
SEC status approved since Jul 22, 2019
RAUM
$156M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$156M as of Mar 30, 2026
Mar 20, 2020$202M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 20, 20200 then
Employees (5.A)11 as of Mar 30, 2026
Mar 20, 202018 then
Private funds6 as of Mar 30, 2026
Mar 20, 20206 then
RAUM -14% over the last fiscal year-6.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $26.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -14%derivedbetween 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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $156M, 6 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$156M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $156M for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•• M••••• F••• I•• B• L• | Private Equity Fund | $98.1M | 60 | Mar 25, 2019 |
| J•• M••••• F••• I•• C• L• | Private Equity Fund | $26.8M | 60 | Jun 21, 2019 |
| J•• C•••••• F••• I•• L••• | Private Equity Fund | $15.6M | 25 | May 4, 2016 |
| J•• M••••• F••• I•• A• L• | Private Equity Fund | $10.8M | 60 | Mar 25, 2019 |
| J•• C•••••• F••• I•••••• L• | Private Equity Fund | $199,309 | 4 | Mar 27, 2018 |
| J•• C•••••• S••• L••no longer reported | Private Equity Fund | $0 | 0 | Mar 27, 2018 |
Owners and control persons
Schedule A and B, latest filing
- E••••• G••••••• F•••••• · President And Assistant Secretary, Chief Operating Officer, Investment Committeecontrolsince 02/2016 · owns less than 5%
- M••••••• J•••• · Chief Compliance Officercontrolsince 06/2018 · owns less than 5%
- S••••••• J••••• T• · Chairman Of The Management Committee, Chief Executive Officer, And Assistant Secretary, Investment Committeecontrolsince 02/2016 · owns less than 5%
- S••••••• J••••• T• · Common Shareholdercontrolsince 11/2013 · owns 25% to 50% of G•••••••• C•••••• C•••
- W••••••• S•••••• A••• · Membercontrolsince 01/2017 · owns 25% to 50% of J•• C•••••• G•••• L••
Entity owners
- J•• C•••••• G•••• L•• · Memberdirect · owns 75% or more
- G•••••••• C•••••• C••• · Memberindirect · owns 25% to 50% of J•• C•••••• G•••• L••
Related persons
Schedule D 7.A
- A••••• Energy Capitalinvestment advisernRAUM $116M
- A••••• Healthcare Partnersinvestment advisernRAUM $6.7B
- J•• C•••••• F••• I• G•• L••pooled vehicle sponsorn
- J•• C•••••• F••• I•• G•• L••pooled vehicle sponsorn
- J•• C•••••• G•••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $181M to $156MJul 21, 2025 to Mar 30, 2026
- Discretionary RAUM · $181M to $156MJul 21, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $181M to $156MJul 21, 2025 to Mar 30, 2026
- RAUM · $181M to $156MJul 21, 2025 to Mar 30, 2026
- Advisory employees · 7 to 6Mar 31, 2025 to Jul 21, 2025
- Employees · 12 to 11Mar 31, 2025 to Jul 21, 2025
- Financial planning clients · unset to Mar 31, 2025 to Jul 21, 2025
- Accounts · 5 to 6Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 5 to 6Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $152M to $181MMar 29, 2024 to Mar 31, 2025
- Employees · 15 to 12Mar 29, 2024 to Mar 31, 2025
- Private funds · 5 to 6Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $152M to $181MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $152M to $181MMar 29, 2024 to Mar 31, 2025
- RAUM · $152M to $181MMar 29, 2024 to Mar 31, 2025
- Advisory employees · 8 to 7Mar 16, 2023 to Mar 29, 2024
- Assets in custody · $125M to $152MMar 16, 2023 to Mar 29, 2024
- Employees · 16 to 15Mar 16, 2023 to Mar 29, 2024
- Discretionary RAUM · $190M to $152MMar 16, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $190M to $152MMar 16, 2023 to Mar 29, 2024
- RAUM · $190M to $152MMar 16, 2023 to Mar 29, 2024
- Assets in custody · $135M to $125MNov 15, 2022 to Mar 16, 2023
- Employees · 17 to 16Nov 15, 2022 to Mar 16, 2023
- Discretionary RAUM · $205M to $190MNov 15, 2022 to Mar 16, 2023
- Pooled vehicle RAUM · $205M to $190MNov 15, 2022 to Mar 16, 2023
- RAUM · $205M to $190MNov 15, 2022 to Mar 16, 2023
- Accounts · 6 to 5Nov 9, 2021 to Mar 16, 2022
- Advisory employees · 7 to 8Nov 9, 2021 to Mar 16, 2022
- Pooled vehicle clients · 6 to 5Nov 9, 2021 to Mar 16, 2022
- Assets in custody · $125M to $135MNov 9, 2021 to Mar 16, 2022
- Employees · 18 to 17Nov 9, 2021 to Mar 16, 2022
- Private funds · 6 to 5Nov 9, 2021 to Mar 16, 2022
- Discretionary RAUM · $215M to $205MNov 9, 2021 to Mar 16, 2022
- Pooled vehicle RAUM · $215M to $205MNov 9, 2021 to Mar 16, 2022
- RAUM · $215M to $205MNov 9, 2021 to Mar 16, 2022
- Advisory employees · 8 to 7Mar 20, 2020 to Mar 23, 2021
- Assets in custody · $96.4M to $125MMar 20, 2020 to Mar 23, 2021
- Discretionary RAUM · $202M to $215MMar 20, 2020 to Mar 23, 2021
- Pooled vehicle RAUM · $202M to $215MMar 20, 2020 to Mar 23, 2021
- RAUM · $202M to $215MMar 20, 2020 to Mar 23, 2021
Signals
2 dated events
- W J•••• M•••• (Executive Vice President, Secretary & Treasurer, Investment Committee) no longer on Schedule A of J•• F••• A•••••••• L•• (listed 2020-03-20, absent 2021-03-23)Mar 23, 2021 · Control person left · inference
- J•• F••• A•••••••• L•• filed its initial SEC registration (Form ADV)Jun 21, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- J•• F••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- J•• F••• A•••••••• L•• · Private Equityshared crd · organization
- J•• F••• A•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jts-capital-group-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 254-313-1003reportedpublic record, Form ADV, Mar 30, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026