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JORDAN CAPITAL AM, LLC
CRD 149243 · SEC 802-77234
3500 PIEDMONT ROAD, NE, SUITE 330, ATLANTA, GA, 30305, United States
Phone
(706) 575-5262
Fax
(706) 649-3016
Registration
— (—)
Source
State registered
Total AUM
$31.9M
Discretionary AUM
$31.9M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $6.7M |
| Pooled investment vehicles | 1 | $25.2M |
All web addresses on file
Official SEC filing: View on IAPD