Rembert Pendleton Jackson

RIASEC RegisteredEst. 2020

Total AUM

$2.7B

Discretionary

$1.4B

50% of AUM

Avg account

$507K

Accounts

5,377

Employees

Advisory reps

Firm details

Headquarters: Vienna, Virginia
CRD number: 306510
Registered since: January 2, 2020
Website: www.atlanticunionbank.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.26%
Individuals11.08%
Charitable Organizations3.54%
Corporations / Businesses0.12%
Pension & Profit Sharing Plans0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rembert Pendleton Jackson is an independent registered investment adviser organized as a corporation and SEC-registered since 2020. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management and via fixed fees. Core advisory services listed in filings include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. The firm does not identify as an active ESG investor and is not flagged as a multi‑state adviser. Filings indicate relationships with other industry entities such as banking or thrift institutions and trust companies, and the adviser also operates in a capacity described as an “other investment adviser.” Rembert Pendleton Jackson was named among CNBC’s Top 100 Financial Advisory Firms in 2019.