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| Keyboard |
| Jaykay Wealth Advisors Inc
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|---|---|
| CRD # | 170192 |
| SEC # | 801-113311 |
| CIK # | |
| AUM | 173.8 M (2026-04-01) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 713-780-4575 |
| Address | 6200 Savoy Dr Houston, TX 77036 |
| 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) | 51 | 17.5 |
| (b) Individuals (high net worth individuals) | 88 | 147.9 |
| (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 | 0 | 1.0 |
| (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 | 0 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 354 | 173.8 |
| By Discretionary | ||
| Discretionary | 354 | 173.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 354 | 173.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.8 | |
| Total | 354 | 173.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Farris Capital Management Inc
✚
|
TX | 177.5 M |
|
Tea & Taxes Company DBA Prosperitea Planning
✚
|
MA | 176.9 M |
|
ENR Asset Management Incorporated
✚
|
176.7 M | |
|
Summit Capital Inc
✚
|
176.6 M | |
|
Emvision Capital Advisors LLC
✚
|
OH | 176.4 M |
|
Planvest Financial Inc
✚
|
MD | 175.9 M |
|
La Crosse Financial Planning Inc
✚
|
WI | 175.7 M |
|
Family Legacy Financial Solutions LLC
✚
|
NC | 174.5 M |
|
Yanni & Associates Investment Advisors LLC
✚
|
PA | 172.7 M |
|
Koob Wealth Management LLC
✚
|
MN | 171.8 M |