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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| JCM Strategic Wealth Partners LLC
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| CRD # | 315220 |
| SEC # | 801-132269 |
| CIK # | |
| AUM | $102.7 M (2025-04-14) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 317-735-9202 |
| Address | 4022 E Southport Road Indianapolis, IN 46237 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 31.9 |
| (b) Individuals (high net worth individuals) | 69 | 50.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 465 | 12.3 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,104 | 102.7 |
| By Discretionary | ||
| Discretionary | 1,096 | 102.1 |
| Non-Discretionary | 8 | 0.6 |
| Total | 1,104 | 102.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.7 | |
| Total | 1,104 | 102.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McCormack Financial Planning Inc
✚
|
GA | 0.1 |
|
Equilibrium Wealth LLC
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|
0.1 | |
|
Fortitude Private Wealth Inc
✚
|
IN | 0.1 |
|
Barnes Dennig Private Wealth Management LLC
✚
|
OH | 0.1 |
|
Lexington Investment Consulting LLC
✚
|
TN | 0.1 |
|
Guardian Capital LLC
✚
|
PA | 0.1 |
|
Apex Wealth Advisors LLC
✚
|
0.1 | |
|
Cypress Capital Management LLC
✚
|
WY | 0.1 |
|
Engleson & Associates Inc
✚
|
NY | 0.1 |
|
Evolutionary Tree Capital Management LLC
✚
|
VA | 0.1 |