Jackson Avenue, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 6, 2026, reports $185M in regulatory assets under management, 2 employees, 1 office, and 63 accounts.
Top client segmentDEFINED CONTRIBUTION PLANS represent 100.0% of total clients.
Top client categories% of clientsClients
1
DEFINED CONTRIBUTION PLANS
100.0%
61
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$185Mas of March 6, 2026
Discretionary56.6%
$105M
57% of total RAUM56.6%
Non-discretionary43.4%
$80M
43% of total RAUM43.4%
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.
Total AUM$185M
Total Accounts63
10Y AUM Change+$29M (+18.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee31:1
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.