# Inman Jager Wealth Management, LLC

> 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.

- CRD: 329603
- Filed as: INMAN JAGER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hattiesburg, MS
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329603
- AdvisorCensus page: https://advisorcensus.com/firm/inman-jager-wealth-management-llc-hattiesburg-ms-329603

## Quick answers

**How is Inman Jager Wealth Management, LLC compensated?**
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.

**How much does Inman Jager Wealth Management, LLC charge?**
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.

**Where is Inman Jager Wealth Management, LLC located?**
Inman Jager Wealth Management, LLC's principal office is in Hattiesburg, MS, according to its Form ADV.

**Is Inman Jager Wealth Management, LLC registered with the SEC or a state?**
Inman Jager Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329603.

**How much does Inman Jager Wealth Management, LLC manage?**
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).

**How have Inman Jager Wealth Management, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Inman Jager Wealth Management, LLC serve?**
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).

**Which custodians does Inman Jager Wealth Management, LLC use?**
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.

**Does Inman Jager 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/329603

**Does Inman Jager Wealth Management, LLC state an account minimum?**
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."

**What changed in Inman Jager Wealth Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

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

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Inman Jager Wealth generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion.

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 Financial Services, 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: $225,002,118
- Discretionary: $212,166,160
- Non-discretionary: $12,835,958

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 177 | $68,405,338 |
| High net worth individuals | 62 | $137,851,949 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $12,835,958 |
| Charitable organizations | Fewer than 5 | $3,495,295 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,413,578 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, IL, LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- inmanjagerwm.com
- Facebook @p
- LinkedIn @inman-jager-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $171,554,792 | 2 | August 28, 2024 |
| October 2025 | $189,251,761 | 2 | May 28, 2025 |
| October 2026 | $225,002,118 | 5 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $189,251,761 to $225,002,118 (+19%).
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inman Jager Wealth Management, LLC (CRD 329603): Form ADV filing data as of October 2026.