Investment adviser · CRD 116091
JACKSON THORNTON WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
MONTGOMERY, AL, United States · Form ADV filed May 27, 2026
- Regulatory AUM
- $2.01B Form ADV · Item 5.F
- Client accounts
- 2,367 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 355 | $1,643,543,789 | 81.8% |
| Individuals | 588 | $198,694,488 | 9.9% |
| Corporations & businesses | 35 | $109,034,989 | 5.4% |
| Charities | Fewer than 5 | $37,887,587 | 1.9% |
| Retirement plans | 6 | $20,457,981 | 1.0% |
Filing source
Form ADV 2105098 · May 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 27, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
200 COMMERCE STREETMONTGOMERY, AL, 36104, United States
CRD 116091
Filing source
Form ADV 2105098 · May 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.