Jrl Capital Advisors LLC

Jrl Capital Advisors LLC (CRD# 108162) is a financial advisory firm headquartered in Newport Beach, CA. They manage $113,988,872 in 1,008 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    1,008
    ACCOUNTS
  • Average Account Value
    $113,084
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.

AZ, CA, CO, FL, IL

Financial Advisors at Jrl Capital Advisors LLC
Showing 1 - 10 of 12 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
Carl A. Lindquist
CRD#: 4426314
20371 Irvine Ave, Suite A-140, Newport Beach, CA 92660
93
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.

5
John B. Lindquist
CRD#: 4298334
20371 Irvine Ave, Suite A-140, Newport Beach, CA 92660
93
Wealthminder
score

John Lindquist (CRD# 4298334) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.

6
George B. McGehee
CRD#: 327566
17291 Irvine Blvd Ste 157, Tustin, CA 92780
93
Wealthminder
score

George McGehee (CRD# 327566) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Tustin, CA and has over 35 years of experience in the finance industry.

7
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 20 years of experience in the finance industry.

8
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 21 years of experience in the finance industry.

9
Curtis J. Sathre
CRD#: 2459115
23121 Verdugo Dr, Ste 205, Laguna Hills, CA 92653
83
Wealthminder
score

Curtis Sathre (CRD# 2459115) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Laguna Hills, CA and has over 24 years of experience in the finance industry.

10
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.

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