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J.V.B. INVESTMENT COMPANY
Legal name: JACK V. BUTTERFIELD INVESTMENT COMPANY
CRD 3998File 801-132181
APPROVED
Retail clients
Disclosure events
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$157.6M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $157.6M
Clients
208
208 accounts
Employees
9
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 19, 2025
- Principal office
- 100 S. JACKSON, SUITE 100, JACKSON, MI, 49201
- Phone
- 517-787-2430
- Website
- HTTP://WWW.JVBCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $157.6M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $157.6M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 208
- Total accounts
- 208
- AUM per client
- $758K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $74.2M |
| Individuals (other than high net worth individuals) | 190 | $83.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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- Q11G
- Q11D2
- Q11D4
- Q11E2
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.