Jacobson & Schmitt Advisors, LLC
Firm details
- Headquarters
- Middleton, Wisconsin
- CRD number
- 140431
- Registered since
- May 25, 2006
- Website
- jandsadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.25%
- Individuals20.92%
- Charitable Organizations10.05%
- Corporations / Businesses1.16%
- Pension & Profit Sharing Plans0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Jacobson & Schmitt Advisors, LLC is an independent, SEC‑registered RIA organized as an LLC and operating since 2006. FINTRX classifies the firm as owner‑managed by an individual and serving both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, plus pension consulting. Its client fees are assessed as a percentage of assets under management and sometimes via fixed fees. FINTRX does not identify the adviser as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Richard Vanden Boogard
Partner, Chief Investment OfficerCRD 6119692
Contacts
3 of 11
Brooke Wolverton
ParaplannerCRD 7509966
Erik Barker
Associate Wealth AdvisorCRD 7298522
Adam Sweet
Senior Portfolio ManagerCRD 7147458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$149M in ETFs
81%
$121M
17%
$28.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) | BlackRock | Passive | Intermediate Core Plus Bond | $36.2M | 783,510 | 24.21% |
Location
Middleton, WI
Dane
Location
Middleton, WI
Headquartered in Middleton, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 8333 Greenway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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