JTM Carey Capital is a registered investment advisor founded in 2026, operating out of Clermont, Florida. The firm offers discretionary asset management services to individuals, high-net-worth clients, and businesses, tailoring portfolios based on each client's individual goals, time horizon, and risk tolerance. In addition to personal portfolio management, JTM Carey Capital provides consulting and fiduciary services for employer-sponsored retirement plans, such as 401(k) and 403(b) plans. The investment strategy incorporates fundamental and technical analysis, using long-term and short-term purchases while emphasizing a disciplined approach to managing market risk. Co-owners Brendan Carey and Justin Matt also maintain an affiliation as insurance agents through JTM Insurance & Financial Group, which allows them to offer insurance products separately from their advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are up to 2% and are negotiable based on relationship history, asset types, and portfolio size.