Jrb Capital Management

Public-record details

Address

430 Yampa Street, Unit J, Steamboat Springs, CO 80487

Phone

(650) 644-5480

Listed under

Flat / fixed fees, % of assets managed

Legal name

Jrb Capital Management, LLC

CRD number

301036

Registration

State registered: CO

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Performance-based fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$13.2 million

Accounts managed

5

Clients reported (Form ADV 5.D)

1

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-06-29

State registered (CO) investment adviser, CRD 301036, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 301036 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.