Rembert Pendleton Jackson is an SEC registered investment adviser organized as a corporation with a primary office location in Vienna, VA. Its latest Form ADV filing, dated March 30, 2026, reports $2.7B in regulatory assets under management, 20 employees, and 5,377 accounts.
Assets Under Management
$2.7B
Employees
20
Offices
--
Total Clients
1,458
Primary office
VIENNA, VA
1945 OLD GALLOWS ROAD, SUITE 750, VIENNA, VA, United States
Top client segmentIndividuals represent 49.9% of total clients.
Top client categories% of clientsClients
1
Individuals
49.9%
727
2
HNWI
48.5%
707
3
Charitable
1.4%
20
4
Corporations
0.2%
3
5
Pension Plans
0.1%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 30, 2026
Discretionary49.7%
$1.4B
50% of total RAUM49.7%
Non-discretionary50.3%
$1.4B
50% of total RAUM50.3%
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$2.7B
Total Accounts5,377
10Y AUM Change+$2.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee73:1
10Y Employee Change+19 (+1900.0%)
* 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.