SourcingSourcing

JRP CAPITAL CORP

A72
CRD 106285·SEC 801-122786·DUBLIN, OH
AUM
$108.5M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$326K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JRP CAPITAL CORP
CRD
106285
SEC file #
801-122786
EIN
—
DBA names
—

Economics

AUM
$108.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$117.6M → $108.5M▼ -8%
Client mix
Individuals Other97
Individuals High Net Worth68

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
DUBLIN OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2023
ADV-W filed at
—
Website
jrpcapital.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LUKE, TROY, LUTHER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LUKE, TROY, LUTHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JRPCAPITAL.COM
Rdap Domain Creation Date
1999-01-21T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
TurnCommerce, Inc. DBA NameBright.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Charles Schwab2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-21T05:00:00Z
Rdap Domain Last Changed
2025-12-23T12:50:16Z
Rdap Nameservers
Nsg1.namebrightdns.comNsg2.namebrightdns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2242843
Trust Company Affiliate
No

People (1)

1
TROY LUTHER LUKE
Direct Owner · 37.5%
2242843