JAYKAY WEALTH ADVISORS, INC.

CRD 170192File 801-113311

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$173.8M

Bottom 25% of cohort (national)

Discretionary AUM

$173.8M

Clients

139

354 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: May 31, 2018
Principal office: 6200 SAVOY DR., #300, HOUSTON, TX, 77036
Phone: 713-780-4575
Website: HTTP://WWW.ADVISORUSA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $173.8M
Discretionary AUM: $173.8M
Non-discretionary AUM: $0
Discretionary accounts: 354
Non-discretionary accounts: 0
Total accounts: 354
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$7.4M
Charitable organizations	Fewer than 5	$1.0M
High net worth individuals	88	$147.9M
Individuals (other than high net worth individuals)	51	$17.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	2	6	increased by4
Apr 1, 2026	Clients	142	139	decreased by3
Apr 1, 2026	AUM	$170,544,786	$173,758,937	increased by$3,214,151
Apr 1, 2026	Accounts	357	354	decreased by3
May 1, 2025 vs Oct 1, 2022	Employees	5	2	decreased by3
May 1, 2025 vs Oct 1, 2022	AUM	$168,601,494	$170,544,786	increased by$1,943,292
May 1, 2025 vs Oct 1, 2022	Accounts	329	357	increased by28
Apr 1, 2022	Clients	122	142	increased by20
Apr 1, 2022	AUM	$153,698,855	$168,601,494	increased by$14,902,639
Apr 1, 2022	Accounts	297	329	increased by32
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 “JAYKAY WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JAYKAY WEALTH” 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.