JC
Jefferson Capital, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 116222
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ADV data as of Jul 25, 2026
- Regulatory AUM
- $10.7M
- Discretionary
- $10.7M
- Clients
- 22
- Avg AUM / client
- $487K
- Accounts
- 32
- Employees
- 1
AUM over time
$9.8M
$10.7M
Jun 25, 2026
Jul 25, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $10.4M | 97.1% |
| Corporations and other businesses | 2 | $315K | 2.94% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| P. Paul Albano | Registered representative | Jan 1999 (28y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 25, 2026.
View current Form ADV (SEC/IAPD) ↗