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JCM CAPITAL MANAGEMENT

Advisory

KS

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$2M
across 22 accounts
AUM per adviser
$35M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$35M
Discretionary %
100%
Clients
12
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InKS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

LEGACY ADVISORY GROUP, LLC
OVERLAND PARK, KS
$35M
-29.0% 1Y
STRATEGIC ASSET MANAGEMENT, LLC
BELLEVILLE, KS
$36M
TACTICAL INVESTMENT MANAGERS, LLC
LEAWOOD, KS
$36M
-35.4% 1Y
MONTAGE INVESTMENTS, LLC
LEAWOOD, KS
$36M
-85.7% 1Y
DENALI FINANCIAL GROUP, LLC
TOPEKA, KS
$36M
PROACTIVE PLANNING LLC
OVERLAND PARK, KS
$36M

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