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JRL CAPITAL ADVISORS LLC

NEWPORT BEACH, CA · CRD 108162 · IAPD ↗ · 949-650-2928

$104.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — JRL CAPITAL ADVISORS LLC (NEWPORT BEACH, CA) left the SEC roster (was $104.7M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — JRL CAPITAL ADVISORS LLC reported RAUM down 46% ($194.5M -> $104.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — JRL CAPITAL ADVISORS LLC shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.