# Gilliland Jeter Wealth Management, LLC

> Gilliland Jeter Wealth Management, LLC is an SEC-registered investment advisory firm in Little Rock, AR, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 324403
- Filed as: GILLILAND JETER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Little Rock, AR
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324403
- AdvisorCensus page: https://advisorcensus.com/firm/gilliland-jeter-wealth-management-llc-little-rock-ar-324403

## Quick answers

**How is Gilliland Jeter Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gilliland Jeter Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Gilliland Jeter Wealth Management, LLC located?**
Gilliland Jeter Wealth Management, LLC's principal office is in Little Rock, AR, according to its Form ADV.

**Is Gilliland Jeter Wealth Management, LLC registered with the SEC or a state?**
Gilliland Jeter Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324403.

**How much does Gilliland Jeter Wealth Management, LLC manage?**
Gilliland Jeter Wealth Management, LLC reports $569,093,741 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (90% discretionary).

**How have Gilliland Jeter Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Gilliland Jeter Wealth Management, LLC: Regulatory assets under management: $401,766,788 in the October 2023 data and $569,093,741 in the October 2026 data, up 42%. Total employees: 4 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gilliland Jeter Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (236); high net worth individuals (55); corporations or other businesses not listed above (6).

**Which custodians does Gilliland Jeter Wealth Management, LLC use?**
Gilliland Jeter Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Gilliland Jeter Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324403

**Does Gilliland Jeter Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "The minimum portfolio value is generally set at $1,000,000."

**What changed in Gilliland Jeter Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $505,337,142 to $569,093,741 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $1,000,000

> The minimum portfolio value is generally set at $1,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $569,093,741
- Discretionary: $514,707,807
- Non-discretionary: $54,385,934

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 236 | $116,614,796 |
| High net worth individuals | 55 | $400,247,776 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $2,224,803 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $50,006,366 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gillilandjeter.com
- Facebook @GillilandJeter
- LinkedIn @gilliland-jeter-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $401,766,788 | 4 | May 12, 2023 |
| October 2024 | $454,501,541 | 4 | April 16, 2024 |
| October 2025 | $505,337,142 | 4 | February 26, 2025 |
| October 2026 | $569,093,741 | 4 | July 16, 2026 |

Regulatory assets under management: $401,766,788 in the October 2023 data and $569,093,741 in the October 2026 data, up 42%.
Total employees: 4 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $505,337,142 to $569,093,741 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gilliland Jeter Wealth Management, LLC (CRD 324403): Form ADV filing data as of October 2026.