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| Keyboard |
| Jackson Thornton Wealth Management LLC
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|---|---|
| CRD # | 116091 |
| SEC # | 801-61445 |
| CIK # | 0001903880 |
| AUM | 2,009.6 M (2026-05-27) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 334-834-7660 |
| Address | 200 Commerce Street Montgomery, AL 36104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.9 | ||
| Nvidia Corp | 5.8 | ||
| Microsoft Corp | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 588 | 0.2 |
| (b) Individuals (high net worth individuals) | 355 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 35 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,367 | 2.0 |
| By Discretionary | ||
| Discretionary | 2,355 | 2.0 |
| Non-Discretionary | 12 | 0.0 |
| Total | 2,367 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 2,367 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903880] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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