{
  "crd_number": 158854,
  "slug": "jackson-avenue-llc-158854",
  "primary_business_name": "JACKSON AVENUE, LLC",
  "legal_name": "JACKSON AVENUE, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-16",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 185007992.0,
  "raum_discretionary": 104721471.0,
  "raum_non_discretionary": 80286521.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 184630312.0,
      "count": 61,
      "description": "DEFINED CONTRIBUTION PLANS"
    },
    "individuals": {
      "raum": 377680.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "MI",
    "TX",
    "VA"
  ],
  "websites": [
    "https://ja401k.com",
    "https://jacksonavenue.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158854",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/jackson-avenue-llc-158854",
  "display_name": "Jackson Avenue, LLC",
  "summary": "Jackson Avenue, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Jackson Avenue, LLC (CRD 158854): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Jackson Avenue, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jackson Avenue, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Jackson Avenue, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 states: Asset-based fee: 0.25% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Jackson Avenue, LLC registered with the SEC or a state?",
      "a": "Jackson Avenue, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 158854."
    },
    {
      "q": "How much does Jackson Avenue, LLC manage?",
      "a": "Jackson Avenue, LLC reports $185,007,992 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (57% discretionary)."
    },
    {
      "q": "How have Jackson Avenue, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jackson Avenue, LLC: Regulatory assets under management: $156,059,461 in the October 2021 data and $185,007,992 in the October 2026 data, up 19%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jackson Avenue, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (61)."
    },
    {
      "q": "Which custodians does Jackson Avenue, LLC use?",
      "a": "Jackson Avenue, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Empower Trust Company LLC, Matrix Trust Company and Mid Atlantic Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jackson Avenue, 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/158854"
    },
    {
      "q": "Does Jackson Avenue, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 says: \"The Advisor has no minimum requirements for opening or maintaining an account.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 156059461.0,
      "total_employees": 2,
      "filing_date": "2021-06-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 163135462.0,
      "total_employees": 2,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 142457897.0,
      "total_employees": 2,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 154057022.0,
      "total_employees": 2,
      "filing_date": "2024-03-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 170639309.0,
      "total_employees": 2,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 185007992.0,
      "total_employees": 2,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 0.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 0.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Client will pay the Advisor, as compensation for its services, an advisory fee at an annual rate ranging from 0.25% to 0.50% of assets in the Plan."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Advisor has no minimum requirements for opening or maintaining an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        0.5
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Client will pay the Advisor, as compensation for its services, an advisory fee at an annual rate ranging from 0.25% to 0.50% of assets in the Plan.",
      "The Advisor has no minimum requirements for opening or maintaining an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Empower Trust Company LLC",
      "name_as_filed": "EMPOWER TRUST COMPANY LLC",
      "affiliated": false
    },
    {
      "name": "Matrix Trust Company",
      "name_as_filed": "MATRIX TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Mid Atlantic Trust Company",
      "name_as_filed": "MID ATLANTIC TRUST COMPANY",
      "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/jackson-avenue-llc-158854.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 377680.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 61,
      "fewer_than_5": false,
      "raum": 184630312.0
    }
  ],
  "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/158854",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}