JACKSON THORNTON WEALTH MANAGEMENT, LLC

CRD 116091File 801-61445

APPROVED

Retail clients

Custody

Filing as of May 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.01B

Top 25% of cohort (national)

Discretionary AUM

$1.99B

Non-discretionary $18.0M

Clients

988

2,367 accounts

Employees

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.facebook.com/JacksonThorntonWealthManagement

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, 5G

Compensation

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 11

This 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.