HATTIESBURG, MSCRD 329603Latest ADV February 27, 2026
Inman Jager Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hattiesburg, MS. Its latest Form ADV filing, dated February 27, 2026, reports $225M in regulatory assets under management, 5 employees, and 781 accounts.
Assets Under Management
$225M
Employees
5
Offices
--
Total Clients
246
Primary office
HATTIESBURG, MS
140 MAYFAIR ROAD, SUITE 1000, HATTIESBURG, MS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.0% of total clients.
Top client categories% of clientsClients
1
Individuals
72.0%
177
2
HNWI
25.2%
62
3
Pension Plans
2.8%
7
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$225Mas of February 27, 2026
Discretionary94.3%
$212M
94% of total RAUM94.3%
Non-discretionary5.7%
$13M
6% of total RAUM5.7%
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$225M
Total Accounts781
10Y AUM Change+$225M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee49:1
10Y Employee Change+3 (+150.0%)
* 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.