# Jackson Avenue, LLC

> 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.

- CRD: 158854
- Filed as: JACKSON AVENUE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158854
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-avenue-llc-158854

## Quick answers

**How is Jackson Avenue, LLC compensated?**
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).

**How much does Jackson Avenue, LLC charge?**
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.

**Is Jackson Avenue, LLC registered with the SEC or a state?**
Jackson Avenue, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 158854.

**How much does Jackson Avenue, LLC manage?**
Jackson Avenue, LLC reports $185,007,992 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (57% discretionary).

**How have Jackson Avenue, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Jackson Avenue, LLC serve?**
By number of clients on Form ADV Item 5.D: other (61).

**Which custodians does Jackson Avenue, LLC use?**
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.

**Does Jackson Avenue, 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/158854

**Does Jackson Avenue, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "The Advisor has no minimum requirements for opening or maintaining an account."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Asset-based fee: 0.25% to 0.5% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> The Advisor has no minimum requirements for opening or maintaining an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Empower Trust Company LLC
- Matrix Trust Company
- Mid Atlantic Trust Company

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: $185,007,992
- Discretionary: $104,721,471
- Non-discretionary: $80,286,521

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $377,680 |
| Other | 61 | $184,630,312 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, MI, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ja401k.com
- jacksonavenue.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $156,059,461 | 2 | June 14, 2021 |
| October 2022 | $163,135,462 | 2 | March 17, 2022 |
| October 2023 | $142,457,897 | 2 | March 15, 2023 |
| October 2024 | $154,057,022 | 2 | March 15, 2024 |
| October 2025 | $170,639,309 | 2 | March 13, 2025 |
| October 2026 | $185,007,992 | 2 | March 6, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jackson Avenue, LLC (CRD 158854): Form ADV filing data as of October 2026.