Rembert Pendleton Jackson

RIASEC RegisteredEst. 2020

Total AUM

$2.7B

Discretionary

$1.4B

50% of AUM

Avg account

$507K

Accounts

5,377

Employees

Advisory reps

Firm details

Headquarters: Vienna, Virginia
CRD number: 306510
Registered since: January 2, 2020
Website: www.atlanticunionbank.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.26%
Individuals11.08%
Charitable Organizations3.54%
Corporations / Businesses0.12%
Pension & Profit Sharing Plans0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rembert Pendleton Jackson is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (2020) and structured as a domestic corporation with individual ownership. Its stated advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension-related work, and educational seminars. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm reports relationships with other financial institutions — including other investment advisers, banking or thrift institutions, and trust companies — which suggests it leverages outside partners for custody, trust or sub-advisory functions. FINTRX flags the firm as not an active ESG investor. Rembert Pendleton Jackson was listed among CNBC’s Top 100 Financial Advisory Firms in 2019.