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JMS CAPITAL GROUP WEALTH SERVICES, LLC
CRD 281325File 801-106661
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$174.0M
Bottom 25% of cohort (national)
Discretionary AUM
$135.6M
Non-discretionary $38.4M
Clients
419
419 accounts
Employees
4
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 2, 2015
- Principal office
- 417 THORN STREET, SUITE 300, SEWICKLEY, PA, 15143
- Phone
- 412-415-1177
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.0M
- Discretionary AUM
- $135.6M
- Non-discretionary AUM
- $38.4M
- Discretionary accounts
- 413
- Non-discretionary accounts
- 6
- Total accounts
- 419
- AUM per client
- $415K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $1.3M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 150 | $86.3M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 3 | $38.4M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 265 | $48.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- 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
- Yes
- 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.