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JLB & ASSOCIATES INC
CRD 104655File 801-19434
APPROVED
Retail clients
Filing as of Apr 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$892.7M
Above cohort median (national)
Discretionary AUM
$838.3M
Non-discretionary $54.4M
Clients
291
550 accounts
Employees
4
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 27, 1983
- Principal office
- 44670 ANN ARBOR RD, STE 190, PLYMOUTH, MI, 48170-4088
- Phone
- 734-454-9191
- Website
- HTTPS://WWW.JLBINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $892.7M
- Discretionary AUM
- $838.3M
- Non-discretionary AUM
- $54.4M
- Discretionary accounts
- 523
- Non-discretionary accounts
- 27
- Total accounts
- 550
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 164 | $829.5M |
| Individuals (other than high net worth individuals) | 127 | $63.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.