JLB CAPITAL MANAGEMENT LLC

JLB CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 157305). Regulatory assets under management: $6.0M.

Registration

• CRD: 157305
• Type: Registered investment adviser
• Phone: 858-509-9002
• Latest filing: 2026-01-05
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157305 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search