Jessup Wealth Management

RIASEC Registered
Total AUM
$360M
Discretionary
$360M
100% of AUM
Avg account
$393K
Accounts
916
Employees
12
Advisory reps
8

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

FINTRX

Overview

Jessup Wealth Management is an independent, individual‑owned registered investment adviser that began SEC registration in 2022. The firm serves both individual/family and institutional clients and operates as a capital allocator, sourcing third‑party managers and placing clients into externally managed vehicles. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Jessup also operates an insurance brokerage alongside its advisory business. Fees are charged as a percentage of assets under management and through hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 26%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 1%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds26%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds3%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 43

Active vs passive

$121M in ETFs

Passive

80%

$96.1M

Active

8%

$24.5M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK)State StreetPassiveHigh Yield Bond$13M140,06610.78%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth