MONTGOMERY, ALCRD 116091Latest ADV February 10, 2026
Jackson Thornton Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Montgomery, AL. Its latest Form ADV filing, dated February 10, 2026, reports $2.0B in regulatory assets under management, 16 employees, 4 offices, and 2,367 accounts.
Assets Under Management
$2.0B
Employees
16
Offices
4 offices
Total Clients
988
Primary office
MONTGOMERY, AL
200 COMMERCE STREET, MONTGOMERY, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
588
2
HNWI
35.9%
355
3
Corporations
3.5%
35
4
Pension Plans
0.6%
6
5
Charitable
0.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of February 10, 2026
Discretionary99.1%
$2.0B
99% of total RAUM99.1%
Non-discretionary0.9%
$18M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts2,367
10Y AUM Change+$1.2B (+141.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.