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J. W. COLE ADVISORS, INC.
Legal name: JONATHAN ROBERTS ADVISORY GROUP, INC.
CRD 112294File 801-60722
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.25B
Top 10% of cohort (national)
Discretionary AUM
$6.74B
Non-discretionary $1.51B
Clients
31,247
31,247 accounts
Employees
550
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 23, 2001
- Principal office
- 4301 ANCHOR PLAZA PARKWAY, SUITE 450, TAMPA, FL, 33634
- Phone
- (813) 935-6776
- Website
- https://www.jw-cole.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.25B
- Discretionary AUM
- $6.74B
- Non-discretionary AUM
- $1.51B
- Discretionary accounts
- 26,673
- Non-discretionary accounts
- 4,574
- Total accounts
- 31,247
- AUM per client
- $264K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 327 | $231.5M |
| Charitable organizations | 46 | $116.8M |
| High net worth individuals | 1,261 | $2.75B |
| Pension and profit sharing plans | 7 | $6.9M |
| Individuals (other than high net worth individuals) | 29,606 | $5.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 512 | 550 | increased by38 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 29,614 | 31,247 | increased by1,633 |
| Apr 1, 2026 | AUM | $7,195,237,282 | $8,247,916,891 | increased by$1,052,679,609 |
| Apr 1, 2026 | Accounts | 29,614 | 31,247 | increased by1,633 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 509 | 512 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21,164 | 29,614 | increased by8,450 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,456,689,881 | $7,195,237,282 | increased by$1,738,547,401 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21,164 | 29,614 | increased by8,450 |
| Apr 1, 2022 | Employees | 399 | 509 | increased by110 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 19,097 | 21,164 | increased by2,067 |
| Apr 1, 2022 | AUM | $4,593,894,616 | $5,456,689,881 | increased by$862,795,265 |
| Apr 1, 2022 | Accounts | 19,087 | 21,164 | increased by2,077 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.