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JACOBSON & SCHMITT ADVISORS, LLC
CRD 140431File 801-66735
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$676.4M
Above cohort median (national)
Discretionary AUM
$676.4M
Clients
462
1,292 accounts
Employees
15
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 413 | 462 | increased by49 |
| Apr 1, 2026 | AUM | $589,962,622 | $676,435,703 | increased by$86,473,081 |
| Apr 1, 2026 | Accounts | 1,149 | 1,292 | increased by143 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 326 | 413 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $456,282,437 | $589,962,622 | increased by$133,680,185 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 891 | 1,149 | increased by258 |
| Apr 1, 2022 | Employees | 9 | 13 | increased by4 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 282 | 326 | increased by44 |
| Apr 1, 2022 | AUM | $354,345,480 | $456,282,437 | increased by$101,936,957 |
| Apr 1, 2022 | Accounts | 787 | 891 | increased by104 |
| 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 “JACOBSON SCHMITT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JACOBSON SCHMITT” 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.