Jemma Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated April 8, 2026, reports $140M in regulatory assets under management, 5 employees, 2 offices, and 641 accounts.
Assets Under Management
$140M
Employees
5
Offices
2 offices
Total Clients
324
Primary office
BALTIMORE, MD
810 GLENEAGLES COURT, SUITE 109, BALTIMORE, MD, United States
Top client segmentIndividuals represent 73.5% of total clients.
Top client categories% of clientsClients
1
Individuals
73.5%
238
2
HNWI
22.8%
74
3
Pension Plans
2.5%
8
4
Corporations
1.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of April 8, 2026
Discretionary77.3%
$108M
77% of total RAUM77.3%
Non-discretionary22.7%
$32M
23% of total RAUM22.7%
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$140M
Total Accounts641
10Y AUM Change+$78M (+126.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee65:1
10Y Employee Change-1 (-16.7%)
* 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.