Data / Investment advisers / Oregon / J.P. Capital Management, Inc.
J.P. Capital Management, Inc., Eugene, OR: $167 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
J.P. Capital Management, Inc. is an SEC registered investment adviser with its main office in Eugene, Oregon and reports $167 million in regulatory assets under management in its Form ADV filed June 22, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch J.P. Capital Management, Inc. (CRD number 142109): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 142109
- SEC file number
- 801-136722
- SEC status
- Approved, effective July 13, 2026
- Main office
- 4990 Hunters Glen Dr, Eugene, OR 97405
- Phone
- (541) 343-2064
- Regulatory AUM
- $166,598,986 in the Form ADV filed June 22, 2026
- Discretionary AUM
- $162,074,386
- Non discretionary AUM
- $4,524,600
- Accounts
- 162
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $156.4 million |
| Individuals (other than high net worth individuals) | 18 | $9.5 million |
| Charitable organizations | Fewer than 5 | $652,364 |
| Corporations or other businesses | Fewer than 5 | $36,845 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stonepine Capital Management, LLC | Bend | $181 million | 1 | adviserinfo.sec.gov |
| SMB Financial Services, Inc. | Portland | $177.8 million | Not listed | adviserinfo.sec.gov |
| Price Financial Group Wealth Management, Inc. | Portland | $173.5 million | Not listed | adviserinfo.sec.gov |
| Littlejohn Financial Services Inc | Roseburg | $171.3 million | Not listed | adviserinfo.sec.gov |
| North Forty Two & Co. | Lake Oswego | $167.9 million | Not listed | adviserinfo.sec.gov |
| Strada Financial Group LLC | Boring | $159.2 million | Not listed | adviserinfo.sec.gov |
| Copia Wealth Management | Bend | $157.5 million | Not listed | adviserinfo.sec.gov |
| Oregon Pacific Wealth Management | Medford | $156.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- J.P. Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.