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JMS Capital Group
Wealth Advisors is a SEC Registered Investment Advisor providing comprehensive wealth planning & investment services. | Wealth Advisors is an independent...
JMS Capital Group
Wealth Advisors is a SEC Registered Investment Advisor providing comprehensive wealth planning & investment services. | Wealth Advisors is an independent SEC Registered Investment Advisor based in Rancho Santa Fe, California, providing comprehensive wealth planning and investment management services. For more than 30 years, Wealth Advisors has helped clients simplify and streamline their financial matters and reach their short-and long-term goals by creating comprehensive wealth plans and utilizing the most optimal wealth management strategies. Whether you’re planning for retirement, conducting complex business, estate or tax planning, or establishing an investment portfolio, we act as Your Single Source.
General information
Firm type
Single Family Office
Year founded
2013
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Sewickley
Corporate office
Sewickley, PA, United States
Principals
John M. Staley
Founder & Managing Partner
Sector focus
Frequently asked questions
Who makes investment decisions at JMS Capital Group?
John M. Staley, the firm's founder and managing partner, is the central decision-maker. He built JMS after exiting Staley Capital, the registered investment advisory firm he previously led. The office has not disclosed an investment committee structure, following the concentrated decision-making model common in single-family offices where the founding principal remains actively involved.
Does JMS Capital Group invest alongside outside limited partners or co-investors?
JMS has not publicly disclosed co-investment partnerships with external limited partners. The firm's investments appear to be funded directly from the Staley family balance sheet rather than through pooled vehicles that would admit outside capital. Real estate transactions in Allegheny County records indicate direct ownership structures.
What is the firm's investment focus across real estate and credit?
JMS concentrates on income-producing commercial and multifamily real estate in the Pittsburgh region and broader Mid-Atlantic, acquiring properties where hands-on asset management can improve performance. On the credit side, the firm provides bridge financing, mezzanine debt, and structured private loans, typically to regional developers and operating partners seeking flexible capital outside conventional bank terms.
Is JMS Capital Group related to the former Staley Capital advisory business?
JMS Capital Group was formed by John Staley after his tenure as founder and CEO of Staley Capital, an RIA that served high-net-worth clients in western Pennsylvania. Unlike Staley Capital — which managed assets for external clients — JMS is a single-family office that deploys only Staley family capital. The transition represented a deliberate shift from fee-based wealth management to principal investing.
Does JMS Capital Group operate any philanthropic structures?
No philanthropic foundation bearing the JMS Capital Group name appears in publicly available IRS filings or Pennsylvania charitable registrations. While the Staley family may engage in personal giving through donor-advised funds or other vehicles, the single-family office itself has not established a separate philanthropic entity as part of its disclosed structure.
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