JB Capital provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
JB Capital reports 6,044 clients. They include 5,314 individual clients, 724 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 100.0% ($2.78B across 14,540 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 55% |
| High-net-worth individuals | 12% | 45% |
| 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) | 5,314 | $1.54B | 55.2% | $289K |
| High-net-worth individuals | 724 | $1.24B | 44.7% | $1.72M |
| Corporations and other businesses | 6 | $3.42M | 0.1% | $571K |
| Total | 6,044 | $2.78B | 100% | $461K |
- Clients
- 5,314
- Regulatory AUM
- $1.54B
- AUM share
- 55.2%
- Avg. per client
- $289K
- Clients
- 724
- Regulatory AUM
- $1.24B
- AUM share
- 44.7%
- Avg. per client
- $1.72M
- Clients
- 6
- Regulatory AUM
- $3.42M
- AUM share
- 0.1%
- Avg. per client
- $571K
Total
- Clients
- 6,044
- Regulatory AUM
- $2.78B
- AUM share
- 100%
- Avg. per client
- $461K
- 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
JB Capital charges 0.80%–1.60% a year for its Asset Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting is a fixed fee, generally from $1,000 to no more than $10,000, paid 100% in advance.
- Financial Planning Services
- Financial planning is a fixed fee, generally from $1,000 to no more than $5,000, paid 100% in advance.
Financial Retirement Solutions, LLC owns 75% or more of JB Capital and is in turn owned by Alera Group, Inc. (75% or more). The leadership team of JB Capital includes Chief Compliance Officer Kevin Crawford. It has 64 employees, 36 of them in advisory roles.
Leadership
- Kevin CrawfordChief Compliance Officer
- Joel JohnsonManaging Partner
Investment adviser representatives
26 representatives listed in the SEC register as of 9 October 2026.
- Margaret Rose Aguirre
- Josh Eric Altman
- Heather Nicole Atkins
- Nicholas Joseph Colantuono
- Joseph Patrick Conlan
- Tanner DeBowsky
- Ian James Fergusson
- Heath G Grossman
- Michael Connor Gurney
- Eric Field Hogarth
- Alex Roger Hubbard
- Jakob Hudanish
- Joel Mark Johnson
- Jennifer Ann Killilea
- Brett Patrick Larocque
- Douglas William Miller
- Maxwell Alexander Miller
- Nicholas Joseph Miller
- Matthew Kenneth Pastor
- Raymond Paul Radikas
- Matthew Connelly Salem
- Sjaun Sanderson
- Matthew Douglas Scott
- David Scott Shapiro
- Jeffrey Michael Sobon
- Jeffrey Woodcock
Staff
- 64 employees
- 36 in advisory functions
- 28 state-registered reps
- 25 insurance agents
- Owns 75% or more of JB Capital LLC
Financial Retirement Solutions, LLC
Control person · since November 2005
- Owns 75% or more of Financial Retirement Solutions, LLC
Alera Group, Inc.
Control person · since August 2022
- Owns 75% or more of Alera Group, Inc.
Alera Group Intermediate Holdings, Inc
Control person · since December 2016
- Owns 75% or more of Alera Group Intermediate Holdings, Inc
Alera Group Holdings, Inc.
Control person · since December 2016
- Owns 75% or more of Alera Group Holdings, Inc.
Alera Group Ultimate Holdings, LLC
Control person · since June 2021
- Owns 25% to 50% of Alera Group Ultimate Holdings, LLC
Genstar X Alera Group Holdings, LLC
Control person · since September 2021
JB Capital’s regulatory assets grew 3.1× from $897M (June 2021) to $2.78B (February 2026); clients rose from 3,638 to 6,044 and employees from 37 to 64.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $2.78B | 6,044 | 64 | 10 |
| June 2025 | $2.11B | 5,476 | 57 | 11 |
| April 2024 | $1.58B | 5,027 | 50 | 11 |
| May 2023 | $1.18B | 4,574 | 41 | 10 |
| June 2022 | $1.21B | 4,065 | 45 | 9 |
| June 2021 | $897M | 3,638 | 37 | 7 |
Besides its headquarters, JB Capital has 9 offices, with 10 listed addresses in Connecticut and Massachusetts.
Connecticut · 6 listed addresses
- 100 Great Meadow Road, Suite 502, WethersfieldHQ
- 27 Glen RD., Newtown
- 152 Simsbury Road, Avon
- 1781 Highland Avenue, Cheshire
- 238 B Main St., Old Saybrook
- 57 Plains RD, Milford
Massachusetts · 4 listed addresses
- 1000 Franklin Village Drive, Franklin
- 120 Longwater Drive, Norwell
- 304 Cambridge Road, Woburn
- 197 First Avenue, Needham
Other business names
JB Capital has reported 1 other business name to the SEC.
- Alera Group Wealth Services
Contact and registration details
- Legal name
- JB Capital LLC
- Headquarters
- 100 Great Meadow Road, Suite 502, Wethersfield, CT 06109
- Website
- johnsonbrunetti.com
- Phone
- 860-372-4800
- @johnson-brunetti-investments
- SEC file
- 801-79713
- Structure
- Connecticut LLC
- Fiscal year end
- December
JB Capital uses Fidelity ($2.78B) as custodian for its separately managed accounts. JB Capital has custody of $313M in client assets for 286 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $2.78B100%
At year end, JB Capital’s separately managed accounts were mostly in funds (69%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.89B across 280 positions; the largest are iShares TR (17.0%), iShares TR (6.2%) and Blackrock ETF Trust (5.9%).
What the accounts hold
- Stocks24%
- Funds69%
- Cash7%
Reported 13F holdings
- $2.89B
- Reported 13F value
- 280
- Positions
- 54.7%
- In the 10 largest
- +16.7%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF17.0%
- iShares TR · S&P 500 Grwt ETF6.2%
- Blackrock ETF Trust · iShares US Equit5.9%
- iShares TR · Core Univrsl Usd5.6%
- iShares TR · S&P 500 Val ETF5.2%
- iShares Inc. · Core MSCI Emkt3.5%
- iShares TR · Eafe Grwth ETF3.2%
- Blackrock ETF Trust · Isha I IN TE ETF3.0%
- iShares TR · MSCI USA Mmentm2.5%
- Blackrock ETF Trust · Isha LA Core ETF2.4%
Together, the ten largest are 54.7% of reported value.
How many clients does JB Capital have?
JB Capital has 6,044 clients and manages $2.78 billion for them, as of February 2026. They include 5,314 individual clients, 724 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does JB Capital offer?
JB Capital provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does JB Capital charge?
JB Capital charges 0.80%–1.60% a year for its Asset Management Services. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A - JB CAPITAL_FEB 26 2026, filed 25 February 2026
Which custodians does JB Capital use?
JB Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.78B. 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 February 2026
How many financial advisors does JB Capital have?
JB Capital has 28 investment adviser representatives registered with state securities authorities, out of 64 employees, and 36 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 25 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 JB Capital invest in?
At the end of its last fiscal year, JB Capital’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities and 7% 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 JB Capital?
JB Capital is owned through a chain of holding companies by Genstar X Alera Group Holdings, LLC. Its direct owner is Financial Retirement Solutions, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does JB Capital get paid?
JB Capital is paid through a percentage of assets under management, fixed fees 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 JB Capital?
JB Capital’s main office is at 100 Great Meadow Road, Suite 502, Wethersfield, CT 06109. Its phone number is 860-372-4800. Its website is johnsonbrunetti.com.