WESTERVILLE, OHCRD 288801Latest ADV February 26, 2026
Jericho Financial is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Westerville, OH. Its latest Form ADV filing, dated February 26, 2026, reports $220M in regulatory assets under management, 3 employees, and 979 accounts.
Assets Under Management
$220M
Employees
3
Offices
--
Total Clients
396
Primary office
WESTERVILLE, OH
38-A COMMERCE PARK DRIVE, WESTERVILLE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.2% of total clients.
Top client categories% of clientsClients
1
Individuals
91.2%
361
2
HNWI
7.3%
29
3
Pension Plans
1.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of February 26, 2026
Discretionary100.0%
$220M
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.
Total AUM$220M
Total Accounts979
10Y AUM Change+$99M (+81.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee132:1
10Y Employee Change-1 (-25.0%)
* 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.