J.P. Capital Management, INC.: new SEC registration, $167M AUM, Eugene, OR
J.P. Capital Management, INC. (Eugene, Oregon): new SEC registration, $167M AUM, Eugene, OR. Its amount of 167 is above the median of 134 (61st percentile). Dated 114 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 167 · 61th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 12 related OR NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | J.P. Capital Management, INC. |
| Legal name | J.P. Capital Management, INC. |
| CRD | 142109 |
| Status | Approved |
| Registered with the SEC | 2026-07-13 |
| Latest Form ADV filing | 2026-06-22 |
| Location | Eugene, OR, United States |
| Regulatory AUM | $166,598,986 |
| Accounts | 162 |
| Employees | 1 |
| Website | https://x.com/polan13 |
| amount percentile | 61th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (13 OR records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OR first): Efm Investments & Advisory LLC · Washington Park Capital Management, LLC · Capstone Wealth Management Group, INC. · Stonepine Capital Management, LLC · Axia Wealth Management INC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: J.P. Capital Management, INC. and 13 Oregon peers
- Oregon NewRiaPulse records like this one: 13
- J.P. Capital Management, INC.'s amount: 61st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Oregon peer: $2,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $167M under management.
- Website on file.
What is the NewRiaPulse record for J.P. Capital Management, INC. in Eugene, Oregon?
J.P. Capital Management, INC. received SEC registration as an investment adviser (2026-07-13) with $166,598,986 in regulatory assets under management, based in Eugene, OR.
How does J.P. Capital Management, INC. compare to other Oregon NewRiaPulse records?
Its amount of 167 sits in the upper half (61th percentile) of 1,149 records; the median is 134. It is 114 days old; check the official source for later updates before acting.
J.P. Capital Management, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| J.P. Capital Management, INC. | Eugene, OR | 167 | 61st | 2026-07-13 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.