Jackson Thornton Wealth Management, LLC

RIASEC RegisteredEst. 2002
Total AUM
$2B
Discretionary
$2B
99% of AUM
Avg account
$849K
Accounts
2,367
Employees
16
Advisory reps
9

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 registered investment adviser that runs discretionary portfolios for high-net-worth individuals, families and institutions. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and selection of other advisers. It also functions as a capital allocator, placing client capital with third-party fund managers when appropriate. The firm was SEC-registered in 2002 and was named to CNBC’s Top 100 Financial Advisory Firms list in both 2021 and 2022.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 11%, State & Local Bonds 7%, Cash & Cash Equivalents 6%, US Government Bonds 5%, Other 2%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities11%
  • State & Local Bonds7%
  • Cash & Cash Equivalents6%
  • US Government Bonds5%

Contacts

3 of 9
  • Allison Guice

    Allison Guice

    PrincipalCRD 7085420

  • James Causey

    James Causey

    AdvisorCRD 6294740

  • Nancy Brown

    Nancy Brown

    Investment Advisor RepresentativeCRD 6017869

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$1.1B in ETFs

Passive

9%

$98M

Active

91%

$956M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$219M4,929,59620.75%
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Location

Primary office

Montgomery, AL

Montgomery

Location

Montgomery, AL

Headquartered in Montgomery, AL, anchoring the Montgomery-Selma-Alexander City, AL metro in the South.

Metro area
Montgomery-Selma-Alexander City, AL
Region
South
County
Montgomery
Address
200 Commerce St
Time zone
CT (UTC-6)
Office locations

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