JACOBSON & SCHMITT ADVISORS, LLC

CRD 140431File 801-66735

APPROVED

Retail clients

Custody

Filing as of Aug 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$676.4M

Above cohort median (national)

Discretionary AUM

$676.4M

Clients

462

1,292 accounts

Employees

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 25, 2006
Principal office: 8333 GREENWAY BLVD, SUITE 330, MIDDLETON, WI, 53562
Phone: (608) 662-7500
Website: HTTPS://WWW.JANDSADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $676.4M
Discretionary AUM: $676.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,292
Non-discretionary accounts: 0
Total accounts: 1,292
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$7.8M
Charitable organizations	17	$68.0M
High net worth individuals	138	$454.9M
Pension and profit sharing plans	Fewer than 5	$4.2M
Individuals (other than high net worth individuals)	299	$141.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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

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.