J.P. Capital Management provides portfolio management for individuals and small businesses.
J.P. Capital Management reports 43 clients. They include 25 high-net-worth individuals and 18 individual clients. Of its assets, 97.3% ($162M across 146 accounts) are managed with discretion; $4.52M across 16 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 6% |
| High-net-worth individuals | 58% | 94% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 18 | $9.54M | 5.7% | $530K |
| High-net-worth individuals | 25 | $156M | 93.9% | $6.25M |
| Charitable organizations | Fewer than 5 | $652K | 0.4% | — |
| Corporations and other businesses | Fewer than 5 | $36.8K | 0.0% | — |
| Total | 43 | $167M | 100% | — |
- Clients
- 18
- Regulatory AUM
- $9.54M
- AUM share
- 5.7%
- Avg. per client
- $530K
- Clients
- 25
- Regulatory AUM
- $156M
- AUM share
- 93.9%
- Avg. per client
- $6.25M
- Clients
- Fewer than 5
- Regulatory AUM
- $652K
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $36.8K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 43
- Regulatory AUM
- $167M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
J.P. Capital Management is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jason Polansky owns 75% or more of J.P. Capital Management. The leadership team of J.P. Capital Management includes President Jason Polansky. It has 1 employee.
Leadership
- Jason PolanskyPresident & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of J.P. Capital Management, Inc.
Jason Polansky
Control person · since September 2006
Besides its headquarters, J.P. Capital Management has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 4990 Hunters Glen DR, EugeneHQ
Contact and registration details
- Legal name
- J.P. Capital Management, Inc.
- Headquarters
- 4990 Hunters Glen DR, Eugene, OR 97405
- Website
- jpcapitalmgmt.com
- Phone
- 541-343-2064
- SEC file
- 801-136722
- Structure
- Oregon corporation
- Fiscal year end
- December
J.P. Capital Management uses Interactive Brokers ($103M, 62%) and Charles Schwab ($63.5M, 38%) as custodians for its separately managed accounts. J.P. Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $63.5M38%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $103M62%
At year end, J.P. Capital Management’s separately managed accounts were mostly in stocks (59%) and bonds (11%).
What the accounts hold
- Stocks59%
- Exchange-traded equities48%
- Non-exchange-traded equities11%
- Funds9%
- Bonds11%
- Cash1%
- Other20%
- Derivatives20%
How many clients does J.P. Capital Management have?
J.P. Capital Management has 43 clients and manages $167 million for them, as of June 2026. They include 25 high-net-worth individuals and 18 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 June 2026
What services does J.P. Capital Management offer?
J.P. Capital Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does J.P. Capital Management use?
J.P. Capital Management’s separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $103M and Charles Schwab & Co., Inc. (Westlake, TX), with $63.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 June 2026
How many financial advisors does J.P. Capital Management have?
J.P. Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does J.P. Capital Management invest in?
At the end of its last fiscal year, J.P. Capital Management’s separately managed accounts held 48% exchange-traded equities, 20% derivatives, 11% non-exchange-traded equities, 11% U.S. government and agency bonds, 9% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns J.P. Capital Management?
J.P. Capital Management’s direct owner is Jason Polansky (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 June 2026
How does J.P. Capital Management get paid?
J.P. Capital Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact J.P. Capital Management?
J.P. Capital Management’s main office is at 4990 Hunters Glen DR, Eugene, OR 97405. Its phone number is 541-343-2064. Its website is jpcapitalmgmt.com.