Jessup Wealth Management
Firm details
- Headquarters
- Oakwood, Ohio
- CRD number
- 323035
- Registered since
- December 15, 2022
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.98%
- Individuals28.73%
- Corporations / Businesses1.51%
- Charitable Organizations0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Jessup Wealth Management is an independent registered investment adviser that entered SEC registration in 2022 and is owned by an individual. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator, indicating it places client capital with third-party managers in addition to managing proprietary portfolios. Advisory services center on financial planning and portfolio management for individuals and small businesses, with listed capabilities around pension consulting and the selection of other advisers. The firm also operates as an insurance broker and offers flexible fee arrangements, including percentage-of-AUM billing, hourly charges, and fixed fees. Jessup Wealth Management does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities66%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- Non-Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Matthew Jessup
CEO, Chief Compliance OfficerCRD 4868861
Mark Mcevily
Chief Investment Officer & Managing PartnerCRD 6509428
Contacts
3 of 6
John McGrath
Associate Wealth PlannerCRD 7914792
Benjamin Mathile
Trading AssociateCRD 8110745
Aaron Cramer
Senior Wealth AdvisorCRD 6821029
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$115M in ETFs
90%
$104M
8%
$11.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK) | State Street | Passive | High Yield Bond | $13.3M | 137,830 | 11.51% |
Location
Oakwood, OH
Montgomery
Location
Oakwood, OH
Headquartered in Oakwood, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 35 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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