James Capital Management LLC

James Capital Management LLC (CRD# 159484) is a financial advisory firm headquartered in Wenatchee, WA. They manage $8,200,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $585,714
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, WA

Financial Advisors at James Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Justin J. Bliggenstorfer
CRD#: 5612558
Wenatchee, WA
93
Wealthminder
score

Justin Bliggenstorfer (CRD# 5612558) is an Investment Advisor Representative working at James Capital Management LLC in Wenatchee, WA and has over 8 years of experience in the finance industry.

2
Richard C. Bliggenstorfer
CRD#: 2151299
Wenatchee, WA
93
Wealthminder
score

Richard Bliggenstorfer (CRD# 2151299) is an Investment Advisor Representative working at James Capital Management LLC in Wenatchee, WA and has over 23 years of experience in the finance industry.

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