GAINESVILLE, GACRD 155629Latest ADV March 31, 2026
Jt Stratford, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gainesville, GA. Its latest Form ADV filing, dated March 31, 2026, reports $1.0B in regulatory assets under management, 18 employees, 4 offices, and 2,734 accounts.
Assets Under Management
$1.0B
Employees
18
Offices
4 offices
Total Clients
1,266
Primary office
GAINESVILLE, GA
311 GREEN STREET, SUITE 100, GAINESVILLE, GA, United States
Top client segmentIndividuals represent 77.2% of total clients.
Top client categories% of clientsClients
1
Individuals
77.2%
977
2
HNWI
20.6%
261
3
Pension Plans
1.4%
18
4
Charitable
0.5%
6
5
Corporations
0.3%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 31, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$37K
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.
Total AUM$1.0B
Total Accounts2,734
10Y AUM Change+$764M (+305.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee70:1
10Y Employee Change+7 (+63.6%)
* 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.