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JEFFERSON ASSET MANAGEMENT

JEFFERSON CAPITAL, INC.

CRD 116222

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$9.8M

Discretionary AUM

$9.8M

Team

0 total employees; 0 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-06-10

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals20$9.5M
Corporations/business entities2$315K

Official SEC filing: View on IAPD