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| Keyboard |
| Jamison Hanson Advisors LLC
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|---|---|
| CRD # | 139587 |
| SEC # | 801-113286 |
| CIK # | |
| AUM | 212.0 M (2026-03-09) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 503-391-1040 |
| Address | 1564 Commercial St SE Salem, OR 97302 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 23.9 |
| (b) Individuals (high net worth individuals) | 58 | 156.7 |
| (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 | 19 | 28.1 |
| (h) Charitable organizations | 1 | 2.9 |
| (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 | 3 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 414 | 212.0 |
| By Discretionary | ||
| Discretionary | 414 | 212.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 414 | 212.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.0 | |
| Total | 414 | 212.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cygnet Financial Planning Inc
✚
|
MI | 212.9 M |
|
Sensenig Capital Advisors Inc
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PA | 212.9 M |
|
Larry Mathis Financial Planning LLC
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AZ | 212.8 M |
|
Up Capital Management Inc
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212.6 M | |
|
Urban Wealth Management Group LLC
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212.5 M | |
|
Brixton Capital Wealth Advisors LLC
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|
NY | 212.4 M |
|
Madrid Wealth Management LLC
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|
NM | 212.1 M |
|
Diamond Wealth Management LLC
✚
|
UT | 212.0 M |
|
Regatta Research & Money Management LLC
✚
|
LA | 211.5 M |
|
Shaffer Capital Advisers LLC
✚
|
OH | 211.1 M |