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| Happy Holidays!! thanks for using AUM13F!! |
| Jacobson & Schmitt Advisors LLC
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| CRD # | 140431 |
| SEC # | 801-66735 |
| CIK # | 0001632096 |
| AUM | $590.0 M (2025-03-07) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 608-662-7500 |
| Address | 8333 Greenway Blvd Middleton, WI 53562 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001632096 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 28.6 | ||
| Amphenol Corp /DE/ | 26.9 | ||
| elf Beauty Inc | 25.6 | ||
| Microsoft Corp | 19.1 | ||
| Danaher Corp /DE/ | 18.7 | ||
| Trade Desk Inc | 17.4 | ||
| Kinsale Capital Group Inc | 16.9 | ||
| Firstservice Corp | 16.9 | ||
| Costco Wholesale Corp /NEW | 15.9 | ||
| Schwab Charles Corp | 14.9 | ||
| HDFC Bank Ltd | 14.9 | ||
| Texas Instruments Inc | 14.7 | ||
| ASML Holding NV | 14.6 | ||
| Installed Building Products Inc | 14.5 | ||
| Idexx Laboratories Inc /DE | 14.4 | ||
| Fedex Corp | 13.1 | ||
| Servicetitan Inc | 13.0 | ||
| MercadoLibre Inc | 12.9 | ||
| CSW Industrials Inc | 12.9 | ||
| VISA Inc | 12.5 | ||
| Fastenal Co | 12.1 | ||
| Flowserve Corp | 12.0 | ||
| Applovin Corp | 11.8 | ||
| Blackstone Group LP | 11.7 | ||
| Goosehead Insurance Inc | 10.9 | ||
| Henry Jack & Associates Inc | 10.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 105.9 |
| (b) Individuals (high net worth individuals) | 129 | 396.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 14 | 62.9 |
| (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 | 10 | 24.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,149 | 590.0 |
| By Discretionary | ||
| Discretionary | 1,149 | 590.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,149 | 590.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 588.9 | |
| Total | 1,149 | 590.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632096] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northwest Investment Counselors LLC
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|
OR | 0.6 |
|
Quantum Financial Planning Services Inc
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WA | 0.6 |
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Cyrus J Lawrence LLC
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NY | 0.6 |
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Gradient Securities LLC
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MN | 0.6 |
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Quantum Financial Services Inc
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IN | 0.6 |
|
Compass Capital Corporation
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MA | 0.6 |
|
Lauterbach Financial Advisors LLC
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TX | 0.6 |
|
RPG Family Wealth Advisory LLC
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|
MA | 0.6 |
|
Hennion & Walsh Asset Management Inc
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|
NJ | 0.6 |
|
Siharum Advisors LLC
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MA | 0.6 |