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JCSD CAPITAL, LLC

WALNUT CREEK, CA · CRD 163084 · IAPD ↗ · 925-954-7207

$214.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — JCSD CAPITAL, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — JCSD CAPITAL, LLC reported RAUM up 45% ($120.4M -> $174.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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