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JT STRATFORD, LLC
CRD 155629File 801-101474
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.JTSTRATFORD.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 18 | increased by4 |
| Apr 1, 2026 | Clients | 1,176 | 1,266 | increased by90 |
| Apr 1, 2026 | AUM | $814,917,678 | $1,014,245,565 | increased by$199,327,887 |
| Apr 1, 2026 | Accounts | 2,552 | 2,734 | increased by182 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 14 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 850 | 1,176 | increased by326 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $494,544,777 | $814,917,678 | increased by$320,372,901 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,798 | 2,552 | increased by754 |
| Apr 1, 2022 | Employees | 12 | 10 | decreased by2 |
| Apr 1, 2022 | Clients | 746 | 850 | increased by104 |
| Apr 1, 2022 | AUM | $384,625,331 | $494,544,777 | increased by$109,919,446 |
| Apr 1, 2022 | Accounts | 1,559 | 1,798 | increased by239 |
| 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 “JT STRATFORD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JT STRATFORD” 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.