Jms Capital Group Wealth Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sewickley, PA. Its latest Form ADV filing, dated March 27, 2026, reports $174M in regulatory assets under management, 4 employees, and 419 accounts.
Assets Under Management
$174M
Employees
4
Offices
--
Total Clients
419
Primary office
SEWICKLEY, PA
417 THORN STREET, SUITE 300, SEWICKLEY, PA, United States
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
265
2
HNWI
35.8%
150
3
Pension Plans
0.7%
3
4
Charitable
0.2%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$174Mas of March 27, 2026
Discretionary77.9%
$136M
78% of total RAUM77.9%
Non-discretionary22.1%
$38M
22% of total RAUM22.1%
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$174M
Total Accounts419
10Y AUM Change+$73M (+73.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee105:1
10Y Employee Change-2 (-33.3%)
* 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.