JT STRATFORD, LLC
Firm details
- Headquarters
- GAINESVILLE, Georgia
- CRD number
- 155629
- Registered since
- July 22, 2015
- Website
- jtstratford.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.81%
- Individuals29.38%
- Pension & Profit Sharing Plans5.02%
- Corporations / Businesses0.61%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
JT Stratford, LLC is an independent registered investment adviser formed in 2015 and structured as a limited liability company with individual ownership. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining in-house portfolio management with selection of outside managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports an insurance company affiliation and indicates it does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities36%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2AMANDA BRUNER
Chief Compliance OfficerCRD 6323709
Dwayne Ferguson
Chief Executive OfficerCRD 2957742
Contacts
3 of 16AUGUSTUS HAMES
Owner, AgentCRD 4664386
JAMES DAVENPORT
Managing PrincipalCRD 2200818
GREGORY WILSON
Managing DirectorCRD 2708449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$544M in ETFs
78%
$426M
15%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $49.9M | 140,000 | 9.18% |
Location
GAINESVILLE, GA
HALL
Location
GAINESVILLE, GA
Headquartered in GAINESVILLE, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- HALL
- Address
- 311 Green St NW
- Time zone
- ET (UTC-5)
- Office locations
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