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JACOBSON & SCHMITT ADVISORS, LLC
CRD 140431 · SEC 801-66735
8333 GREENWAY BLVD, SUITE 330, MIDDLETON, WI, 53562, United States
Phone
(608) 662-7500
Fax
(608) 662-7518
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$676.4M
Discretionary AUM
$676.4M
Team
15 total employees; 12 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $141.5M |
| High net worth individuals | 138 | $454.9M |
| Charitable organizations | 17 | $68.0M |
| Corporations/business entities | 8 | $7.8M |
States served
AK, AZ, CA, CO, GA, IL, MI, MN, NY, NC, OH, PA, UT, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD