SourcingSourcing

JB CAPITAL LLC

C24
CRD 171168·SEC 801-79713·WETHERSFIELD, CT
AUM
$2.78B
$1B+
Est. Revenue
$27.8M
@ 1% on AUM
Est. EBITDA
$8.4M
@ 30% margin
Est. Deal Value
$66.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JB CAPITAL LLC
CRD
171168
SEC file #
801-79713
EIN
465270837
DBA names
Johnson Brunetti

Economics

AUM
$2.78B
AUM band
$1B+
AUM trajectory
'20'26
$541.7M → $2.78B▲ +414%
Client mix
Individuals Other5,314
Individuals High Net Worth724
Corporations6

Operations

Employees (total)
64
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'20'26
16 advisors → 36 advisors▲ +125%
Primary office
WETHERSFIELD CT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
linkedin.com/company/johnson-brunetti-investments(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FINANCIAL RETIREMENT SOLUTIONS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FINANCIAL RETIREMENT SOLUTIONS, LLC
CRAWFORD, KEVIN, B.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001879371
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2021-12-08
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001879371-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3482
Soi Zip Pct 200k Plus
0.1019
Soi Zip Returns 200k Plus
1,490
Soi Zip Total AGI
1,474,009
Fdic Zip Total Deposits
30,218,720,000
Fdic Zip Branch Count
337
Fdic Zip Top Banks
Webster Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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
27
Bc Firm IAR Count
27
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
100 GREAT MEADOW ROAD, SUITE 502WETHERSFIELD, CT 06109
Business
100 GREAT MEADOW ROAD, SUITE 502WETHERSFIELD, CT 06109
Edgar EIN
465270837
Edgar Recent Filings
13F-HR2026-04-27 · 0001879371-26-000004
13F-HR2026-01-20 · 0001879371-26-000001
Fdic Zip Branches Raw
Fleet Bank, National AssociationWethersfield, CT
Mechanics Savings BankWethersfield, CT
Fdic Zip HHI
596.77
Fdic Zip Top Bank Share Pct
12.48
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,314
Returns2,990
Stub 2
AGI91,331
Returns2,460
Stub 3
AGI141,369
Returns2,270
Soi Zip Total Business Income
54,855
Soi Zip Total Cap Gains
42,831
Soi Zip Total Dividends
30,902
Soi Zip Total Returns
14,620
Trust Company Affiliate
No

People (28)

28
JOHNSON, JOEL, MARK
IAR · Executive Officer · 2.5%
1941908
CRAWFORD, KEVIN, B.
Executive Officer · 2.5%
6115125
Tanner DeBowsky
IAR
7232523
RAYMOND PAUL RADIKAS
IAR
2479542
Ian James Fergusson
IAR
7934227
Sjaun Sanderson
IAR
7326935
Jakob Hudanish
IAR
7984930
Matthew Connelly Salem
IAR
7682647
Jacob Oliver Doser
IAR
7087394
Nicholas Joseph Miller
IAR
8143806
Maxwell Alexander Miller
IAR
7557853
JENNIFER ANN KILLILEA
IAR
1852910
Brett Patrick Larocque
IAR
7438476
JEFFREY MICHAEL SOBON
IAR
4240857
Alex Roger Hubbard
IAR
6747946
ERIC FIELD HOGARTH
IAR
4799191
DOUGLAS WILLIAM MILLER
IAR
1969971
DAVID SCOTT SHAPIRO
IAR
2857195
Matthew Kenneth Pastor
IAR
6478926
NICHOLAS Joseph COLANTUONO
IAR
5688482
Heather Nicole Atkins
IAR
6587673
HEATH G GROSSMAN
IAR
4018002
MATTHEW DOUGLAS SCOTT
IAR
7639297
Jeffrey Woodcock
IAR
7990548
MARGARET Rose AGUIRRE
IAR
6739803
Michael Connor Gurney
IAR
7569786
JOHN R. MULLIGAN
IAR
7402560
JOSH ERIC ALTMAN
IAR
6816080