Jessup Wealth Management
Firm details
- Headquarters
- Oakwood, Ohio
- CRD number
- 323035
- Registered since
- December 15, 2022
- Website
- jessupwealthmanagement.com
- 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 established in 2022 and owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that blends discretionary portfolio management with financial planning and advisor-selection services. Its advisory scope includes portfolio management for individuals and small businesses, financial planning, pension consulting, and the selection of other advisers. The firm also operates an insurance brokerage practice and charges fees on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Jessup reports it is not a multi-state or ESG-focused adviser.
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 6Bryan Muench
Vice President, Risk and ComplianceCRD 4152000
Aaron Cramer
Senior Wealth AdvisorCRD 6821029
Nicholas Whitaker
Director of ResearchCRD 7360889
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
Similar firms
Artifex Financial Group, LLC
RIAOakwood, OH
M.K. Brown Wealth Advisory
RIAOakwood, OH
MFH Investments Inc.
RIAOakwood, OH
Presper Financial Architects, LLC
RIAAkron, OH
Leclair Wealth Partners
RIADublin, OH
Alcyon Wealth Partners
RIAYoungstown, OH