J2 Capital Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
J2 Capital Management reports 209 clients. They include 129 individual clients, 76 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($196M across 917 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 23% |
| High-net-worth individuals | 36% | 70% |
| Pension and profit-sharing plans | <1% | <1% |
| Other investment advisers | <1% | 5% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 129 | $45.4M | 23.2% | $352K |
| High-net-worth individuals | 76 | $138M | 70.4% | $1.81M |
| Pension and profit-sharing plans | 1 | $1.83M | 0.9% | $1.83M |
| Other investment advisers | Fewer than 5 | $9.69M | 4.9% | $9.69M |
| Corporations and other businesses | Fewer than 5 | $1.05M | 0.5% | $524K |
| Total | 209 | $196M | 100% | — |
- Clients
- 129
- Regulatory AUM
- $45.4M
- AUM share
- 23.2%
- Avg. per client
- $352K
- Clients
- 76
- Regulatory AUM
- $138M
- AUM share
- 70.4%
- Avg. per client
- $1.81M
- Clients
- 1
- Regulatory AUM
- $1.83M
- AUM share
- 0.9%
- Avg. per client
- $1.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.69M
- AUM share
- 4.9%
- Avg. per client
- $9.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.05M
- AUM share
- 0.5%
- Avg. per client
- $524K
Total
- Clients
- 209
- Regulatory AUM
- $196M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
J2 Capital Management is paid through a percentage of assets under management, hourly charges and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Financial planning is billed at $250 per hour, negotiable, in arrears based on hours billed.
John Benedict owns 50% to 75% of J2 Capital Management. The leadership team of J2 Capital Management includes President John Benedict and Chief Compliance Officer John Salomon. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of J2 Capital Management, Inc.
John Benedict
Control person · since June 2010
- Owns 50% to 75% of J2 Capital Management, Inc.
John Salomon
Control person · since June 2010
J2 Capital Management’s regulatory assets grew 1.7× from $117M (April 2021) to $196M (September 2026); clients fell from 443 to 209 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $196M | 209 | 2 | 2 |
| Mar 2025March 2025 | $179M | 207 | 5 | 2 |
| Jul 2024July 2024 | $163M | 216 | 3 | 2 |
| Oct 2022October 2022 | $157M | 412 | 3 | 2 |
| Apr 2021April 2021 | $117M | 443 | 2 | 2 |
Besides its headquarters, J2 Capital Management has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 1222 Se 47th St., Cape Coral
Michigan · 1 listed address
- 1301 W Long Lake RD, Suite 260, TroyHQ
Contact and registration details
- Legal name
- J2 Capital Management, Inc.
- Headquarters
- 1301 W Long Lake RD, Suite 260, Troy, MI 48098
- Website
- j2cm.com
- Phone
- 248-641-4444
- @j2-capital-management-llc
- SEC file
- 801-107928
- Structure
- Michigan corporation
- Fiscal year end
- December
J2 Capital Management’s named custodian for separately managed accounts is Charles Schwab ($143M). J2 Capital Management has custody of $27.6M for 104 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $143M100%
At year end, J2 Capital Management’s separately managed accounts were mostly in funds (65%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $149M across 123 positions; the largest are iShares TR (14.8%), iShares TR (12.3%) and SPDR Series Trust (10.8%).
What the accounts hold
- Stocks22%
- Funds65%
- Bonds1%
- Cash12%
How many clients does J2 Capital Management have?
J2 Capital Management has 209 clients and manages $196 million for them, as of September 2026. They include 129 individual clients, 76 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does J2 Capital Management offer?
J2 Capital Management provides financial planning and 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 J2 Capital Management use?
J2 Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does J2 Capital Management have?
J2 Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 J2 Capital Management invest in?
At the end of its last fiscal year, J2 Capital Management’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 12% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns J2 Capital Management?
J2 Capital Management’s direct owners are John Benedict (50% to 75%) and John Salomon (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does J2 Capital Management get paid?
J2 Capital Management is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees 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 J2 Capital Management?
J2 Capital Management’s main office is at 1301 W Long Lake RD, Suite 260, Troy, MI 48098. Its phone number is 248-641-4444. Its website is j2cm.com.
