Jacobson & Schmitt Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Middleton, WI. Its latest Form ADV filing, dated March 6, 2026, reports $676M in regulatory assets under management, 15 employees, 2 offices, and 1,292 accounts.
Assets Under Management
$676M
Employees
15
Offices
2 offices
Total Clients
462
Primary office
MIDDLETON, WI
8333 GREENWAY BLVD, SUITE 330, MIDDLETON, WI, United States
Top client segmentIndividuals represent 64.7% of total clients.
Top client categories% of clientsClients
1
Individuals
64.7%
299
2
HNWI
29.9%
138
3
Charitable
3.7%
17
4
Corporations
1.7%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$676Mas of March 6, 2026
Discretionary100.0%
$676M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$676M
Total Accounts1,292
10Y AUM Change+$514M (+316.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee31:1
10Y Employee Change+10 (+200.0%)
* 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.