J2 Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Troy, MI. Its latest Form ADV filing, dated February 11, 2026, reports $196M in regulatory assets under management, 3 employees, 1 office, and 917 accounts.
Assets Under Management
$196M
Employees
3
Offices
1 office
Total Clients
209
Primary office
TROY, MI
1301 W LONG LAKE RD, SUITE 260, TROY, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
129
2
HNWI
36.4%
76
3
Corporations
1.0%
2
4
Pension Plans
0.5%
1
5
Other Advisers
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of February 11, 2026
Discretionary100.0%
$196M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$196M
Total Accounts917
10Y AUM Change+$85M (+76.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee70:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.