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JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD 116091File 801-61445
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.01B
Top 25% of cohort (national)
Discretionary AUM
$1.99B
Non-discretionary $18.0M
Clients
988
2,367 accounts
Employees
16
Top 25% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 24, 2002
- Principal office
- 200 COMMERCE STREET, MONTGOMERY, AL, 36104
- Phone
- (334) 834-7660
- Website
- HTTPS://WWW.JT-WM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.01B
- Discretionary AUM
- $1.99B
- Non-discretionary AUM
- $18.0M
- Discretionary accounts
- 2,355
- Non-discretionary accounts
- 12
- Total accounts
- 2,367
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 35 | $109.0M |
| Charitable organizations | Fewer than 5 | $37.9M |
| High net worth individuals | 355 | $1.64B |
| Pension and profit sharing plans | 6 | $20.5M |
| Individuals (other than high net worth individuals) | 588 | $198.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 14 | 16 | increased by2 |
| Mar 1, 2026 | Clients | 982 | 988 | increased by6 |
| Mar 1, 2026 | AUM | $1,673,951,576 | $2,009,618,834 | increased by$335,667,258 |
| Mar 1, 2026 | Accounts | 2,370 | 2,367 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 14 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 927 | 982 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,406,320,198 | $1,673,951,576 | increased by$267,631,378 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,077 | 2,370 | increased by293 |
| Apr 1, 2022 | Clients | 871 | 927 | increased by56 |
| Apr 1, 2022 | AUM | $1,142,729,509 | $1,406,320,198 | increased by$263,590,689 |
| Apr 1, 2022 | Accounts | 1,941 | 2,077 | increased by136 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JACKSON THORNTON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JACKSON THORNTON” 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.