Firm profile

Jackson Thornton Wealth Management, LLC

MONTGOMERY, ALCRD 116091Registration Status: ApprovedEffective since September 24, 2002SEC # 801-61445Latest ADV May 27, 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 May 27, 2026, reports $2.0B in regulatory assets under management, 16 employees, 5 offices, and 2,367 accounts.

Assets Under Management
$2.0B
Employees
16
Offices
5 offices
Total Clients
988

Associated firm names

2 names listed
  • JACKSON THORNTON ASSET MANAGEMENT, LLC
  • JACKSON THORNTON WEALTH MANAGEMENT, LLC

Leadership

1 roles identified
CCOJames A. Causey

Advisory services offered

4 types reported
Pension consulting services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees

Offices & Contact

Primary office

MONTGOMERY, Alabama, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Alabama

MONTGOMERYPrimary office · PRATTVILLE · WETUMPKA · AUBURN · DOTHAN

5 office records listed · 5 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.0Bas of May 27, 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.

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

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.0B
Total Accounts2,367
10Y AUM Change+$1.2B (+141.5%)

Private Funds

Private funds reported by Jackson Thornton Wealth Management, LLC

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
JACKSON THORNTON ADVISORS, LLCDirect owner · Schedule AInterest in JACKSON THORNTON WEALTH MANAGEMENT, LLC
75%+
ASCEND PARTNER SERVICES LLCIndirect owner · Schedule BInterest in JACKSON THORNTON ADVISORS, LLC
75%+
ASCEND PARTNERS INTERMEDIATE LLCIndirect owner · Schedule BInterest in ASCEND PARTNER SERVICES LLC
75%+
ASCEND PARTNERS PARENT LLCIndirect owner · Schedule BInterest in ASCEND PARTNERS INTERMEDIATE LLC
75%+
ASCEND PARTNERS TOPCO LPIndirect owner · Schedule BInterest in ASCEND PARTNERS PARENT LLC
75%+
ALPINE INVESTORS IX-A, LPIndirect owner · Schedule BInterest in ALPINE ASCEND BLOCKER LLC
75%+
ALPINE ASCEND SPLITTER LPIndirect owner · Schedule BInterest in ASCEND PARTNERS TOPCO LP
50% to < 75%
ALPINE ASCEND BLOCKER LLCIndirect owner · Schedule BInterest in ALPINE ASCEND SPLITTER LP
50% to < 75%
ASCEND PARTNERS HOLDINGS LLCIndirect owner · Schedule BInterest in ASCEND PARTNERS TOPCO LP
25% to < 50%
ALPINE INVESTORS IX, LPIndirect owner · Schedule BInterest in ALPINE ASCEND SPLITTER LP
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Jackson Thornton Wealth Management, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-05-27 · Schedules A and B

16 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1CLARENCE CRENSHAW PRITCHETTPRESIDENTIndividualJACKSON THORNTON WEALTH MANAGEMENT, LLCLess than 5%Code NAYesPRESIDENT01/2016Schedule APDF page 22
2JAMES ADAM CAUSEYVICE PRESIDENT & CHIEF COMPLIANCE OFFICERIndividualJACKSON THORNTON WEALTH MANAGEMENT, LLCLess than 5%Code NAYesVICE PRESIDENT & CHIEF COMPLIANCE OFFICER01/2016Schedule APDF page 22
3ALLISON HARTZOG GUICEVICE PRESIDENTIndividualJACKSON THORNTON WEALTH MANAGEMENT, LLCLess than 5%Code NAYesVICE PRESIDENT01/2022Schedule APDF page 22
4JUSTIN KRISTIAN CLARKVICE PRESIDENTIndividualJACKSON THORNTON WEALTH MANAGEMENT, LLCLess than 5%Code NAYesVICE PRESIDENT05/2022Schedule APDF page 22
5DANIEL KYLE TEWVICE PRESIDENTIndividualJACKSON THORNTON WEALTH MANAGEMENT, LLCLess than 5%Code NAYesVICE PRESIDENT01/2022Schedule APDF page 22
6NANCY MAC BROWNVICE PRESIDENTIndividualJACKSON THORNTON WEALTH MANAGEMENT, LLCLess than 5%Code NAYesVICE PRESIDENT01/2022Schedule APDF page 22
7JACKSON THORNTON ADVISORS, LLCOWNERDomestic entityJACKSON THORNTON WEALTH MANAGEMENT, LLC75% or moreCode EYesOWNER05/2026Schedule APDF page 22
8ASCEND PARTNER SERVICES LLCOWNERDomestic entityJACKSON THORNTON ADVISORS, LLC75% or moreCode EYesOWNER01/2026Schedule BPDF page 23
9ASCEND PARTNERS INTERMEDIATE LLCMANAGING MEMBERDomestic entityASCEND PARTNER SERVICES LLC75% or moreCode EYesMANAGING MEMBER12/2022Schedule BPDF page 23
10ASCEND PARTNERS PARENT LLCMANAGING MEMBERDomestic entityASCEND PARTNERS INTERMEDIATE LLC75% or moreCode EYesMANAGING MEMBER12/2022Schedule BPDF page 23
11ASCEND PARTNERS TOPCO LPMANAGING MEMBERDomestic entityASCEND PARTNERS PARENT LLC75% or moreCode EYesMANAGING MEMBER12/2022Schedule BPDF page 23
12ASCEND PARTNERS HOLDINGS LLCOWNERDomestic entityASCEND PARTNERS TOPCO LP25% to less than 50%Code CYesOWNER01/2023Schedule BPDF page 23
13ALPINE ASCEND SPLITTER LPLIMITED PARTNERDomestic entityASCEND PARTNERS TOPCO LP50% to less than 75%Code DYesLIMITED PARTNER12/2022Schedule BPDF page 23
14ALPINE INVESTORS IX, LPLIMITED PARTNERDomestic entityALPINE ASCEND SPLITTER LP25% to less than 50%Code CYesLIMITED PARTNER12/2022Schedule BPDF page 23
15ALPINE ASCEND BLOCKER LLCLIMITED PARTNERDomestic entityALPINE ASCEND SPLITTER LP50% to less than 75%Code DYesLIMITED PARTNER12/2022Schedule BPDF page 23
16ALPINE INVESTORS IX-A, LPMANAGING MEMBERDomestic entityALPINE ASCEND BLOCKER LLC75% or moreCode EYesMANAGING MEMBER12/2022Schedule BPDF page 23

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/27/2026 11:14:02 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.