← Tributary

J2 CAPITAL MANAGEMENT, INC.

TROY, MI · CRD 152964 · IAPD ↗ · 248-641-4444

$195.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — J2 CAPITAL MANAGEMENT, INC. now reports custody of client assets ($27.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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