Jhs Capital Advisors, Inc. (Tampa)


Jhs Capital Advisors, Inc. is a large advisory firm based in Tampa. It manages $144.52 million of regulatory assets for 474 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Arkansas, California, and 25 other states.

Jhs Capital Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jhs Capital Advisors: assets under management

The assets under management (AUM) of Jhs Capital Advisors, Inc. is $144.52 million. The firm's AUM has grown by 452% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $61.32 million in discretionary accounts and $83.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $326.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $290.89 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jhs Capital Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jhs Capital Advisors, Inc.

Frank John Mcpartland joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Paul Reid Richardson Chief executive officer 1 Nov 2004 Other 1006146
Kirk Elliott Kubach Cfo/finop 1 Mar 2006 Other 2360071
Inc. Jhs Capital Holdings Owner 1 Dec 2009 75% - 100% 27-1450255
Frank John Mcpartland Sr.vp operations 1 Jan 2010 Other 330284
Paul Henry Chuzi Chief compliance officer 1 Mar 2010 Other 2121661
Ana Roumenova Carter Cfo/finop 1 Aug 2010 Other 4424794
Frederick John Iii Vetter Chief compliance officer 1 Sep 2010 Other 2155203
Scott William Nagorka Director of supervison 1 Sep 2010 Other 2567545
William R Turner Chief supervision and risk officer 1 Dec 2010 Other 859497
Scott James Bendert Chief executive officer 1 Jan 2011 Other 5602806
Kelley Ann Mcmahon Chief supervision and risk officer 1 May 2011 Other 2394493
Frank John Mcpartland Chief operating officer 1 Jul 2011 Other 330284

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
John H. Sykes Owner 1 May 1997 75% - 100% xxx-xx-xxxx
1997 Revocable Trust John H.Sykes Owner 1 May 1997 75% - 100% 23-9506262
Llc Hyde Park Equity Investments Owner 1 Dec 2004 75% - 100% 20-2168325
Llc Hyde Park Equity Holdings Owner 1 Dec 2004 75% - 100% 20-2168286
John H. Sykes Owner/trustee 1 Dec 2004 75% - 100% xxx-xx-xxxx
John H. Sykes Owner 1 Dec 2009 75% - 100% xxx-xx-xxxx
Inc Jhs Capital Holdings Owner 1 Dec 2009 75% - 100% 27-1450255
Llc Hyde Park Equity Investments Owner 1 Dec 2009 75% - 100% 20-2168325
John H. Sykes Owner 1 Jan 2010 75% - 100% xxx-xx-xxxx

Based in Tampa

The principal office where Jhs Capital Advisors, Inc. performs its advisory services is located at 501 E. Kennedy Blvd, Tampa, FL 33602, which is also the mailing address of the firm. An additional office of the firm is in Natchez, MS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-202-7960 or by fax 813-202-7976. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pointecapital.com.