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| Jamison Private Wealth Management Inc
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| CRD # | 109040 |
| SEC # | 801-57167 |
| CIK # | 0002006637 |
| AUM | 1,052.6 M (2026-02-16) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 678-323-3454 |
| Address | 12630 Crabapple Road Milton, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002006637 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 44.2 | ||
| Apple Inc | 41.1 | ||
| Nvidia Corp | 37.4 | ||
| Caterpillar Inc | 34.9 | ||
| Advanced Micro Devices Inc | 27.3 | ||
| Microsoft Corp | 25.2 | ||
| Lilly Eli & Co | 24.0 | ||
| Vulcan Materials Co | 22.8 | ||
| Johnson & Johnson | 22.6 | ||
| United Parcel Service Inc | 21.8 | ||
| Corning Inc /NY | 20.7 | ||
| Broadcom Inc | 18.8 | ||
| J P Morgan Chase & Co | 18.7 | ||
| Alphabet Inc | 18.4 | ||
| Amazon Com Inc | 16.2 | ||
| Bank of America Corp /DE/ | 15.4 | ||
| AbbVie Inc | 15.3 | ||
| Waste Management Inc | 15.0 | ||
| Intel Corp | 14.4 | ||
| Goldman Sachs Group Inc | 13.8 | ||
| Home Depot Inc | 13.3 | ||
| Southern Co | 12.8 | ||
| Palo Alto Networks Inc | 12.8 | ||
| Schwab Charles Corp | 12.2 | ||
| Visa Inc | 12.1 | ||
| Blackstone Group LP | 12.0 | ||
| Qualcomm Inc/DE | 11.6 | ||
| Coca Cola Co | 11.3 | ||
| Chevron Corp | 10.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 122.7 |
| (b) Individuals (high net worth individuals) | 187 | 834.4 |
| (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 | 1 | 0.2 |
| (g) Pension and profit sharing plans | 26 | 81.8 |
| (h) Charitable organizations | 17 | 4.4 |
| (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 | 18 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,358 | 1,052.6 |
| By Discretionary | ||
| Discretionary | 1,327 | 997.1 |
| Non-Discretionary | 31 | 55.5 |
| Total | 1,358 | 1,052.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,052.6 | |
| Total | 1,358 | 1,052.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002006637] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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