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JACKSON AVENUE, LLC
CRD 158854File 801-121455
APPROVED
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$185.0M
Bottom 25% of cohort (national)
Discretionary AUM
$104.7M
Non-discretionary $80.3M
Clients
0
63 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 16, 2021
- Principal office
- Not reported
- Phone
- 703-626-6475
- Website
- HTTP://WWW.JACKSONAVENUE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $185.0M
- Discretionary AUM
- $104.7M
- Non-discretionary AUM
- $80.3M
- Discretionary accounts
- 40
- Non-discretionary accounts
- 23
- Total accounts
- 63
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | Fewer than 5 | $378K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 17, 2026 | Clients | 61 | 0 |
| 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.