Data / Investment advisers / Utah / Jordanelle Capital
Jordanelle Capital, Salt Lake City, UT: $179 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jordanelle Capital is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $179 million in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 323676
- SEC file number
- 801-126936
- SEC status
- Approved, effective November 30, 2022
- Legal name
- Jordanelle Capital, LLC
- Main office
- 68 North K St. Suite 100, Salt Lake City, UT 84103
- Phone
- (385) 500-4894
- Website
- jordanelle.com
- Regulatory AUM
- $179,156,547 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $53,327,732
- Non discretionary AUM
- $125,828,815
- Accounts
- 4
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 private equity funds
- Gross assets of private funds
- $53,327,732
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 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 |
|---|---|---|
| Pooled investment vehicles | 4 | $179.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $179.2 million | March 30, 2026 |
| December 1, 2025 | $202.6 million | May 6, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Slayton Lewis Inc | Salt Lake City | $334.4 million | Not listed | adviserinfo.sec.gov |
| Wealth Management Cpas, LLC | Salt Lake City | $329.2 million | Not listed | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | $279 million | 4 | adviserinfo.sec.gov |
| Burrus | Salt Lake City | $240.7 million | Not listed | adviserinfo.sec.gov |
| Refined Wealth Management | Salt Lake City | $210.9 million | Not listed | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $177.1 million | Not listed | adviserinfo.sec.gov |
| Guardian Wealth Management | Salt Lake City | $174.8 million | Not listed | adviserinfo.sec.gov |
| Veritas Wealth Management, LLC | Salt Lake City | $135.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Jordanelle Capital 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.