Jb Capital Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 171168
· SEC file 801-79713
· Wethersfield, CT
· retire.johnsonbrunetti.com
☆ Save with Pro
ADV data as of Feb 25, 2026
- Regulatory AUM
- $2.8B
- Discretionary
- $2.8B
- Clients
- 6,044
- Avg AUM / client
- $461K
- Accounts
- 14,540
- Employees
- 64
AUM over time
$0
$2.8B
Dec 2013
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,314 | $1.5B | 55.2% |
| High net worth individuals | 724 | $1.2B | 44.7% |
| Corporations and other businesses | 6 | $3.4M | 0.12% |
People (28)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joel Mark Johnson | Managing Partner | CFP | Apr 2014 (12y) | Less than 5% |
| Crawford, Kevin, B. | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% | |
| Heath G Grossman | Registered representative | CFP | Jun 2014 (12y) | |
| Eric Field Hogarth | Registered representative | CFP | Jun 2014 (12y) | |
| Douglas William Miller | Registered representative | Jul 2015 (11y) | ||
| Matthew Kenneth Pastor | Registered representative | Aug 2017 (9y) | ||
| Alex Roger Hubbard | Registered representative | Jan 2018 (9y) | ||
| Raymond Paul Radikas | Registered representative | Mar 2018 (8y) | ||
| David Scott Shapiro | Registered representative | May 2018 (8y) | ||
| Nicholas Joseph Colantuono | Registered representative | CFP | Nov 2018 (8y) | |
| Heather Nicole Atkins | Registered representative | CFP | Aug 2019 (7y) | |
| Tanner De Bowsky | Registered representative | Mar 2020 (6y) | ||
| Brett Patrick Larocque | Registered representative | Jan 2022 (5y) | ||
| Sjaun Sanderson | Registered representative | Apr 2022 (4y) | ||
| Matthew Douglas Scott | Registered representative | Sep 2022 (4y) | ||
| Jennifer Ann Killilea | Registered representative | Sep 2023 (3y) | ||
| Maxwell Alexander Miller | Registered representative | Nov 2023 (3y) | ||
| Margaret Rose Aguirre | Registered representative | Apr 2024 (2y) | ||
| Ian James Fergusson | Registered representative | Jun 2024 (2y) | ||
| Josh Eric Altman | Registered representative | Aug 2024 (2y) | ||
| Jakob Hudanish | Registered representative | Sep 2024 (2y) | ||
| Jeffrey Woodcock | Registered representative | Oct 2024 (2y) | ||
| Matthew Connelly Salem | Registered representative | Dec 2024 (2y) | ||
| Nicholas Joseph Miller | Registered representative | Aug 2025 (1y) | ||
| John R. Mulligan | Registered representative | Aug 2025 (1y) | ||
| Jeffrey Michael Sobon | Registered representative | Oct 2025 (1y) | ||
| Michael Connor Gurney | Registered representative | Mar 2026 (0y) | ||
| Joseph Patrick Conlan | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Financial Retirement Solutions, Llc | Member | Nov 2005 | A | 75% or more |
| Alera Group Intermediate Holdings, Inc | Shareholder | Dec 2016 | B | ≈ 42.19% – 100% via Alera Group, Inc. |
| Alera Group Holdings, Inc. | Shareholder | Dec 2016 | B | ≈ 31.64% – 100% via Alera Group Intermediate Holdings, Inc |
| Alera Group Ultimate Holdings, Llc | Shareholder | Jun 2021 | B | ≈ 23.73% – 100% via Alera Group Holdings, Inc. |
| Alera Group, Inc. | Parent Company | Aug 2022 | B | ≈ 56.25% – 100% via Financial Retirement Solutions, Llc |
| Genstar Capital Partners X, L.P. | Shareholder | Sep 2021 | B | ≈ 1.48% – 25% via Genstar X Alera Group Holdings, Llc |
| Genstar X Alera Group Holdings, Llc | Shareholder | Sep 2021 | B | ≈ 5.93% – 50% via Alera Group Ultimate Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alera Group Intermediate Holdings, Inc: 75% – 100% of Alera Group, Inc. × 75% – 100% of Financial Retirement Solutions, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Alera Group Holdings, Inc.: 75% – 100% of Alera Group Intermediate Holdings, Inc × 75% – 100% of Alera Group, Inc. × 75% – 100% of Financial Retirement Solutions, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Alera Group Ultimate Holdings, Llc: 75% – 100% of Alera Group Holdings, Inc. × 75% – 100% of Alera Group Intermediate Holdings, Inc × 75% – 100% of Alera Group, Inc. × 75% – 100% of Financial Retirement Solutions, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Alera Group, Inc.: 75% – 100% of Financial Retirement Solutions, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Genstar Capital Partners X, L.P.: 25% – 50% of Genstar X Alera Group Holdings, Llc × 25% – 50% of Alera Group Ultimate Holdings, Llc × 75% – 100% of Alera Group Holdings, Inc. × 75% – 100% of Alera Group Intermediate Holdings, Inc × 75% – 100% of Alera Group, Inc. × 75% – 100% of Financial Retirement Solutions, Llc × 75% – 100% direct ≈ 1.48% – 25% of the firm
- Genstar X Alera Group Holdings, Llc: 25% – 50% of Alera Group Ultimate Holdings, Llc × 75% – 100% of Alera Group Holdings, Inc. × 75% – 100% of Alera Group Intermediate Holdings, Inc × 75% – 100% of Alera Group, Inc. × 75% – 100% of Financial Retirement Solutions, Llc × 75% – 100% direct ≈ 5.93% – 50% of the firm
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) | 02/25/2026 | 1.26 MB | 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
- • Fixed fees
- • Other fees
- • REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $2.8B (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗