{
  "crd_number": 329603,
  "slug": "inman-jager-wealth-management-llc-hattiesburg-ms-329603",
  "primary_business_name": "INMAN JAGER WEALTH MANAGEMENT, LLC",
  "legal_name": "INMAN JAGER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Hattiesburg",
  "state": "MS",
  "country": "United States",
  "cbsa_code": "25620",
  "metro": {
    "cbsa_code": "25620",
    "common_name": "Hattiesburg",
    "msa_name": "Hattiesburg, MS",
    "path": "/advisors/ms/hattiesburg"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-20",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 225002118.0,
  "raum_discretionary": 212166160.0,
  "raum_non_discretionary": 12835958.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3495295.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 68405338.0,
      "count": 177
    },
    "pension_profit_sharing": {
      "raum": 12835958.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 137851949.0,
      "count": 62
    },
    "corporations_other_businesses": {
      "raum": 2413578.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "FL",
    "IL",
    "LA",
    "MS",
    "TX"
  ],
  "websites": [
    "https://facebook.com/p/Inman-Jager-Wealth-Management-100063336272792",
    "https://inmanjagerwm.com",
    "https://linkedin.com/company/inman-jager-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329603",
  "city_as_filed": "HATTIESBURG",
  "url": "https://advisorcensus.com/firm/inman-jager-wealth-management-llc-hattiesburg-ms-329603",
  "display_name": "Inman Jager Wealth Management, LLC",
  "summary": "Inman Jager Wealth Management, LLC is an SEC-registered investment advisory firm in Hattiesburg, MS, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Inman Jager Wealth Management, LLC (CRD 329603): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Inman Jager Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inman Jager Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Inman Jager Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Inman Jager Wealth Management, LLC located?",
      "a": "Inman Jager Wealth Management, LLC's principal office is in Hattiesburg, MS, according to its Form ADV."
    },
    {
      "q": "Is Inman Jager Wealth Management, LLC registered with the SEC or a state?",
      "a": "Inman Jager Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329603."
    },
    {
      "q": "How much does Inman Jager Wealth Management, LLC manage?",
      "a": "Inman Jager Wealth Management, LLC reports $225,002,118 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (94% discretionary)."
    },
    {
      "q": "How have Inman Jager Wealth Management, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Inman Jager Wealth Management, LLC: Regulatory assets under management: $171,554,792 in the October 2024 data and $225,002,118 in the October 2026 data, up 31%. Total employees: 2 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Inman Jager Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (177); high net worth individuals (62); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Inman Jager Wealth Management, LLC use?",
      "a": "Inman Jager Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Inman Jager Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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/329603"
    },
    {
      "q": "Does Inman Jager Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 says: \"Inman Jager Wealth generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion.\""
    },
    {
      "q": "What changed in Inman Jager Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $189,251,761 to $225,002,118 (+19%). Employees performing advisory functions went from 2 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 171554792.0,
      "total_employees": 2,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 189251761.0,
      "total_employees": 2,
      "filing_date": "2025-05-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 225002118.0,
      "total_employees": 5,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $189,251,761 to $225,002,118 (+19%).",
        "Employees performing advisory functions went from 2 to 3."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Fees generally range up to 1.00% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Inman Jager Wealth generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees generally range up to 1.00% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.",
      "Inman Jager Wealth generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James Financial Services, Inc.",
      "name_as_filed": "RAYMOND JAMES FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/inman-jager-wealth-management-llc-hattiesburg-ms-329603.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 177,
      "fewer_than_5": false,
      "raum": 68405338.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 62,
      "fewer_than_5": false,
      "raum": 137851949.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 12835958.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 3495295.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2413578.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329603",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}