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| Keyboard |
| Jonathan Roberts Advisory Group Inc
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|---|---|
| CRD # | 112294 |
| SEC # | 801-60722 |
| CIK # | |
| AUM | 8,247.9 M (2026-03-31) |
| Employees | 550 (85% Investors, 88% Brokers) |
| Phone | 813-935-6776 |
| Address | 4301 Anchor Plaza Parkway Tampa, FL 33634 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29,606 | 5.1 |
| (b) Individuals (high net worth individuals) | 1,261 | 2.7 |
| (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 | 7 | 0.0 |
| (h) Charitable organizations | 46 | 0.1 |
| (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 | 327 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 31,247 | 8.2 |
| By Discretionary | ||
| Discretionary | 26,673 | 6.7 |
| Non-Discretionary | 4,574 | 1.5 |
| Total | 31,247 | 8.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.2 | |
| Total | 31,247 | 8.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1,971 |
| Serves | Institutional, Retail, Research |
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