Charles Seno O'rourke

CFA

Jag Capital Management LLC

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Jag Capital Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

964 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$5,000

Location

1610 Des Peres Rd, Ste 120, St. Louis, MO, 63131

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Jag Capital Management LLC

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Moneta Group Investment Advisors, LLC

August 2019 - July 2023 · 3 yrs 11 mos

Wells Fargo Clearing Services, LLCBroker

May 2017 - July 2019 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.