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JJP Capital Management

Wealth managementRIA

Columbia, MOCRD 105374Updated

JJP Capital Management is an investment adviser based in Columbia, MO, registered with the SEC since 1984. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $390 million, as filed on 10 March 2026.

67
Clients
$5.65M
AUM per individual client
3
Advisory staff
1
Offices

From Form ADV filed 10 March 2026SEC record

Services and clients

JJP Capital Management provides portfolio management for individuals and small businesses.

JJP Capital Management reports 67 clients. They include 44 individual clients and 23 high-net-worth individuals. Of its assets, 100.0% ($390M across 183 accounts) are managed with discretion. It advised 71 clients without assets under management last fiscal year.

Clients and assets by client type
Clients67 clients
Assets$390M
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)66%19%
High-net-worth individuals34%78%
Charitable organizations0%3%
Corporations and other businesses0%<1%
Client breakdown and activity details
Individuals (other than HNW)
Clients
44
Regulatory AUM
$74.3M
AUM share
19.1%
Avg. per client
$1.69M
High-net-worth individuals
Clients
23
Regulatory AUM
$304M
AUM share
78.0%
Avg. per client
$13.2M
Charitable organizations
Clients
Fewer than 5
Regulatory AUM
$11.3M
AUM share
2.9%
Avg. per client
—
Corporations and other businesses
Clients
Fewer than 5
Regulatory AUM
$196K
AUM share
0.1%
Avg. per client
—

Total

Clients
67
Regulatory AUM
$390M
AUM share
100%
Avg. per client
—
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
71
Private funds advised
0

Fees and minimums

JJP Capital Management charges 0.25%–1.00% for its Fee Schedule and Billing Method. The brochure does not state whether the rate is annual. The fee is billed in arrears and is not negotiable. The brochure also prices one other service, listed under fee details.

Fee details and sources

Other fees

Financial consulting services
Financial consulting is provided on an hourly basis at a rate not to exceed $500 per hour, billed in arrears.

Ownership and people

Christopher Pascucci owns 50% to 75% of JJP Capital Management. The leadership team of JJP Capital Management includes President Garrard Banks. It has 3 employees.

Leadership

  • Garrard Banks
    Director/President/Secretary/Chief Compliance Officer
  • Jordon Pascucci
    Director
  • Christopher Pascucci
    Director/Treasurer

Investment adviser representatives

1 representatives listed in the SEC register as of 9 October 2026.

  • Jordon J Pascucci

Staff

  • 3 employees
  • 3 in advisory functions
Who owns the firm
JJP Capital Management, Inc.· the adviser
  • Christopher Pascucci

    since April 2001

    Owns 50% to 75% of JJP Capital Management, Inc.
  • Garrard Banks

    Control person · since December 2016

    Owns 50% to 75% of JJP Capital Management, Inc.
  • Jordon Pascucci

    since May 2025

    Owns 10% to 25% of JJP Capital Management, Inc.

Growth and acquisitions

JJP Capital Management’s regulatory assets grew 1.6× from $248M (March 2021) to $390M (March 2026); clients rose from 52 to 67 and employees from 2 to 3.

By annual filing
Measure
Figures from each annual filing
JJP Capital Management figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
March 2026$390M6731
June 2025$349M6121
March 2024$312M6121
March 2023$287M6321
June 2022$295M5321
March 2021$248M5221

Offices and registration details

Besides its headquarters, JJP Capital Management has 0 offices, with 1 listed address in Missouri.

Listed office addresses in Missouri
Columbia

Missouri · 1 listed address

  • 112 South College Avenue, ColumbiaHQ

Contact and registration details

Legal name
JJP Capital Management, Inc.
Headquarters
112 South College Avenue, Columbia, MO 65201
Website
Not reported
SEC file
801-20567
Structure
Missouri corporation
Fiscal year end
December

Custodians

JJP Capital Management uses Morgan Stanley ($297M, 95%) and Oppenheimer & Co. ($15.9M, 5%) as custodians for its separately managed accounts. JJP Capital Management does not have custody of client assets.

Reported separately managed account assets by custodian
$312M
named custodians
  • Morgan StanleyMorgan Stanley Smith Barney LLC · Clayton, MO · $297M95%
  • Oppenheimer & Co.Oppenheimer & Co. Inc. · St Louis, MO · $15.9M5%

Investments and reported holdings

At year end, JJP Capital Management’s separately managed accounts were mostly in stocks (90%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks90%
  • Funds1%
  • Bonds4%
    • State and local bonds2%
    • U.S. government and agency bonds1%
    • Investment grade corporate bonds1%
  • Cash5%

Common questions

How many clients does JJP Capital Management have?

JJP Capital Management has 67 clients and manages $390 million for them, as of March 2026. They include 44 individual clients and 23 high-net-worth individuals.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026

What services does JJP Capital Management offer?

JJP 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

How much does JJP Capital Management charge?

JJP Capital Management charges 0.25%–1.00% for its Fee Schedule and Billing Method. The brochure does not state whether the rate is annual. The fee is billed in arrears and is not negotiable.

Source: JJP CAPITAL MANAGEMENT 2026, filed 10 March 2026

Which custodians does JJP Capital Management use?

JJP Capital Management’s separately managed account assets are held at Morgan Stanley Smith Barney LLC (Clayton, MO), with $297M and Oppenheimer & Co. Inc. (St Louis, MO), with $15.9M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026

How many financial advisors does JJP Capital Management have?

JJP Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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 JJP Capital Management invest in?

At the end of its last fiscal year, JJP Capital Management’s separately managed accounts held 90% non-exchange-traded equities, 5% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs).

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns JJP Capital Management?

JJP Capital Management’s direct owners are Christopher Pascucci (50% to 75%), Garrard Banks (50% to 75%) and Jordon Pascucci (10% to 25%).

Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026

How does JJP Capital Management get paid?

JJP Capital Management is paid through a percentage of assets under management. 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 JJP Capital Management?

JJP Capital Management’s main office is at 112 South College Avenue, Columbia, MO 65201. Its phone number is 573-442-2763.

Source: Form ADV Part 1A, Item 1.F, filed 10 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 10 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. JJP CAPITAL MANAGEMENT 2026, submitted 10 March 2026.
  3. IAPD firm record, CRD 105374.
  4. SEC registered adviser data, annual Form ADV amendments filed 25 March 2021 to 10 March 2026. Items 1.F and 5.
  5. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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