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JC CAPITAL ADVISORS GROUP LLC

STAMFORD, CT · CRD 339298 · IAPD ↗ · jccapitaladvisors.com · 203-889-3400

$263.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
28States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

53
June 2026 — JC CAPITAL ADVISORS GROUP LLC notice-filed in AZ, CO, GA, IA, KS, MD, ME, MI, MN, NC, NJ, NM, NV, OH, OR, PA, SC, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2026 — JC CAPITAL ADVISORS GROUP LLC (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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