Fee-only adviser · Del Mar, CA
JSB Capital Management, LLC
JSB Capital Management, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Del Mar, California. On its latest Form ADV, filed February 20, 2026, it reports $10M in regulatory assets under management, 60 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 161174 |
| Office | 1442 Camino Del Mar Suite 214 Del Mar, CA 92014 |
| Phone | (858) 436-2400 |
| Website | jsbcap.com |
| Regulatory assets under management | $10M |
| Individual clients | 53 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Del Mar
- Weatherly Asset Management $1.7B
- Torrey Growth & Income Advisors, LLC $328M
- Del Mar Wealth Management Inc $170M
- Flightpath Financial Planning $11M
- Mentor Financial Advisory Group, Ltd. $88M
See all 6 fee-only advisers in Del Mar →
Nearby
- Solana Beach 4 firms
- Cardiff by the Sea 2 firms
- Cardiff-By-The-Sea 1 firm
- Rancho Santa Fe 7 firms
- Encinitas 10 firms
- La Jolla 23 firms
- San Diego 106 firms
- San Marcos 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at JSB Capital Management, LLC? Update this listing.