Jrl Capital Advisors LLC

Jrl Capital Advisors LLC (CRD# 108162) is a financial advisory firm headquartered in Newport Beach, CA. They manage $124,210,408 in 1,131 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    1,131
    ACCOUNTS
  • Average Account Value
    $109,824
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, CO, FL, IL

Financial Advisors at Jrl Capital Advisors LLC
Showing 1 - 10 of 10 top financial advisors.
1
Dulguun Batjargal
CRD#: 5242132
23670 Hawthorne Blvd, Ste 100, Torrance, CA 90505
93
Wealthminder
score

Dulguun Batjargal (CRD# 5242132) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Torrance, CA and has over 8 years of experience in the finance industry.

2
Bradley L. Curtis
CRD#: 5422029
20371 Irvine Ave, Suite A-140, Newport Beach, CA 92660
93
Wealthminder
score

Bradley Curtis (CRD# 5422029) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.

3
William F. Frioli
CRD#: 4393530
5186 Carroll Canyon Rd, San Diego, CA 92121
93
Wealthminder
score

William Frioli (CRD# 4393530) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.

4
George B. McGehee
CRD#: 327566
20371 Irvine Ave, Suite A-140, Newport Beach, CA 92660
93
Wealthminder
score

George McGehee (CRD# 327566) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Newport Beach, CA and has over 34 years of experience in the finance industry.

5
Carl A. Lindquist
CRD#: 4426314
20371 Irvine Ave, Suite A-140, Newport Beach, CA 92660
90
Wealthminder
score

Carl Lindquist (CRD# 4426314) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.

6
Thomas M. Hille
CRD#: 3070017
23121 Verdugo Dr, Ste 205, Laguna Hills, CA 92653
83
Wealthminder
score

Thomas Hille (CRD# 3070017) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Laguna Hills, CA and has over 19 years of experience in the finance industry.

7
Christopher J. Sathre
CRD#: 2847896
20371 Irvine Ave, Suite A-140, Newport Beach, CA 92660
83
Wealthminder
score

Christopher Sathre (CRD# 2847896) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Newport Beach, CA and has over 20 years of experience in the finance industry.

8
Curtis J. Sathre
CRD#: 2459115
20371 Irvine Ave, Suite A-140, Newport Beach, CA 92660
83
Wealthminder
score

Curtis Sathre (CRD# 2459115) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Newport Beach, CA and has over 23 years of experience in the finance industry.

9
Jeffrey A. Ladouceur
CRD#: 2105275
23121 Verdugo Dr, Ste 205, Laguna Hills, CA 92653
73
Wealthminder
score

Jeffrey Ladouceur (CRD# 2105275) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Laguna Hills, CA and has over 27 years of experience in the finance industry.

10
Larry R. Law
CRD#: 1273118
20371 Irvine Ave, Suite A-140, Newport Beach, CA 92660
63
Wealthminder
score

Larry Law (CRD# 1273118) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.