Johnson Brunetti

JB Capital LLC is a financial advisor firm based in Wethersfield, CT, established in April 2014 and registered with the SEC. The firm specializes in providing asset management services, financial planning, and consulting services. Clients must appoint the firm as their investment adviser of record for specified accounts, which are managed based on the client's financial situation, objectives, and risk tolerance. JB Capital may also recommend third-party money managers to manage client accounts, conducting due diligence and monitoring their performance. The firm charges asset management fees based on a percentage of assets under management, with tiered rates depending on the amount of assets. Clients are required to establish a brokerage account at Fidelity for trade execution. JB Capital does not engage in performance-based fees, soft dollar arrangements, or agency cross transactions. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1200 in fees. Clients are encouraged to review account statements and may request account reviews with the firm's advisors. JB Capital does not compensate for client referrals and does not have custody of client funds. The firm operates under a Code of Ethics and ensures compliance with all applicable laws and regulations.