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JT STRATFORD, LLC
CRD 155629File 801-101474
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$1.01B
Non-discretionary $37K
Clients
1,266
2,734 accounts
Employees
18
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 22, 2015
- Principal office
- 311 GREEN STREET, SUITE 100, GAINESVILLE, GA, 30501
- Phone
- 770-534-6046
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.01B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $37K
- Discretionary accounts
- 2,732
- Non-discretionary accounts
- 2
- Total accounts
- 2,734
- AUM per client
- $801K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.2M |
| Charitable organizations | 6 | $1.8M |
| High net worth individuals | 261 | $657.3M |
| Pension and profit sharing plans | 18 | $50.9M |
| Individuals (other than high net worth individuals) | 977 | $298.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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
- 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 |
|---|---|---|---|
| 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.