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| JT Stratford LLC
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|---|---|
| CRD # | 155629 |
| SEC # | 801-101474 |
| CIK # | 0001689013 |
| AUM | 1,014.2 M (2026-03-31) |
| Employees | 18 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 770-534-6046 |
| Address | 311 Green Street Gainesville, GA 30501 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 25.4 | ||
| Alphabet Inc | 17.5 | ||
| Apple Inc | 14.7 | ||
| Johnson & Johnson | 14.6 | ||
| Amazon Com Inc | 12.0 | ||
| Tesla Motors Inc | 11.1 | ||
| Microsoft Corp | 11.0 | ||
| Facebook Inc | 10.1 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Wal Mart Stores Inc | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 977 | 298.0 |
| (b) Individuals (high net worth individuals) | 261 | 657.3 |
| (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 | 18 | 50.9 |
| (h) Charitable organizations | 6 | 1.8 |
| (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 | 4 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,734 | 1,014.2 |
| By Discretionary | ||
| Discretionary | 2,732 | 1,014.2 |
| Non-Discretionary | 2 | 0.0 |
| Total | 2,734 | 1,014.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,014.2 | |
| Total | 2,734 | 1,014.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001689013] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
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