JLM Advisors LLC

Overview

JLM Advisors LLC is a small, owner-operated advisory firm that focuses on individual and family clients. The firm leans toward equity-focused portfolio management and supplements that work by selecting other advisers when a client need is better served by a specialist. Services include direct portfolio management, educational seminars and workshops for clients, and third-party manager selection. Fee arrangements are flexible—percentage of assets under management, hourly charges and fixed fees are all used depending on the engagement. The adviser operates as a capital allocator at a modest scale, running primarily discretionary mandates while retaining some non-discretionary relationships. JLM Advisors does not characterize itself as an active ESG investor, is not a pension consultant, and is single-state in scope.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices