JACKSON THORNTON WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2002

Total AUM

$2B

Discretionary

$2B

99% of AUM

Avg account

$849K

Accounts

2,367

Employees

Advisory reps

Firm details

Headquarters: MONTGOMERY, Alabama
CRD number: 116091
Registered since: September 24, 2002
Website: www.jt-wm.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI81.78%
Individuals9.89%
Corporations / Businesses5.43%
Charitable Organizations1.89%
Pension & Profit Sharing Plans1.02%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Jackson Thornton Wealth Management, LLC is an independent, SEC-registered RIA that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals, small businesses, and institutions among its advisory services, along with pension consulting and the selection of other advisers. Jackson Thornton appears to rely heavily on public funds and mutual funds in client portfolios while also allocating to selected private-market strategies through external managers. The firm was recognized on CNBC’s Top 100 Financial Advisory Firms list in both 2021 and 2022.