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, SEC-registered RIA that began registration in 2022 and is owned by an individual. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, and it combines portfolio management with financial planning and selection-of-other-advisers services. It also operates as an insurance broker and charges clients via a mix of AUM-based fees, hourly work, and fixed-fee arrangements. The firm does not identify 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 2MATTHEW JESSUP
CEO, Chief Compliance OfficerCRD 4868861
MARK MCEVILY
Chief Investment Officer & Managing PartnerCRD 6509428
Contacts
3 of 6John 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 35Active vs passive
$93.6M in ETFs
91%
$85.5M
9%
$8M
| 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 | $12.9M | 134,783 | 13.79% |
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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