Jmac Enterprises LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown, PA. Its latest Form ADV filing, dated March 24, 2026, reports $722M in regulatory assets under management, 5 employees, and 183 accounts.
Assets Under Management
$722M
Employees
5
Offices
--
Total Clients
183
Primary office
NEWTOWN, PA
201 SOUTH STATE ST, SUITE 2A, NEWTOWN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
91
2
Individuals
47.0%
86
3
Pension Plans
1.6%
3
4
Charitable
1.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$722Mas of March 24, 2026
Discretionary99.6%
$719M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
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$722M
Total Accounts183
10Y AUM Change+$722M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee37:1
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.