JCP INVESTMENT MANAGEMENT, LLC

1177 West Loop South
Suite 1320
Houston, Texas 77027
Tel: (713) 333-5540

About JCP INVESTMENT MANAGEMENT, LLC

JCP INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as JCP INVESTMENT MANAGEMENT, LLC. The firm was established in 04/23/2019. They have over 1 offices throughout the country.

JCP INVESTMENT MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $249,818,286 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150635
SEC#	801-115037
Assets Managed by Firm	$249,818,286
No. of Clients	20
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$249,818,286
Individuals (other than high net worth individuals)	1	$1,310,251
High net worth individuals	6	$109,285,856

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