# Jackson Thornton Wealth Management, LLC

> Jackson Thornton Wealth Management, LLC is an SEC-registered investment advisory firm in Montgomery, AL, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 116091
- Filed as: JACKSON THORNTON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montgomery, AL
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116091
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-thornton-wealth-management-llc-montgomery-al-116091

## Quick answers

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

**How much does Jackson Thornton Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated May 27, 2026 states: Asset-based fee: 0.35% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Jackson Thornton Wealth Management, LLC located?**
Jackson Thornton Wealth Management, LLC's principal office is in Montgomery, AL, according to its Form ADV; the June 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Jackson Thornton Wealth Management, LLC registered with the SEC or a state?**
Jackson Thornton Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 116091.

**How much does Jackson Thornton Wealth Management, LLC manage?**
Jackson Thornton Wealth Management, LLC reports $2,009,618,834 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (99% discretionary).

**How have Jackson Thornton Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Jackson Thornton Wealth Management, LLC: Regulatory assets under management: $1,142,729,509 in the October 2021 data and $2,009,618,834 in the October 2026 data, up 76%. Total employees: 15 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jackson Thornton Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (588); high net worth individuals (355); corporations or other businesses not listed above (35).

**Which custodians does Jackson Thornton Wealth Management, LLC use?**
Jackson Thornton Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Jackson Thornton 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/116091

**What changed in Jackson Thornton Wealth Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 May 27, 2026)

- Asset-based fee: 0.35% to 1.25% a year (a range, as the brochure states it)

> The annual fee for JTWM’s investment management services is charged on a quarterly basis and is based on a percentage of the assets under management/advisement and typically ranges from 0.35% to 1.25% per year depending on the size and complexity of the client's accounts as well as services required, specifically negotiated fees and historically grandfathered fee schedules.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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: $2,009,618,834
- Discretionary: $1,991,606,281
- Non-discretionary: $18,012,553

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 588 | $198,694,488 |
| High net worth individuals | 355 | $1,643,543,789 |
| 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) | 6 | $20,457,981 |
| Charitable organizations | 4 | $37,887,587 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 35 | $109,034,989 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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: 2002 (24 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CT, FL, GA, LA, MS, NC, NH, NY, OH, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Auburn, AL
- Dothan, AL
- Prattville, AL
- Wetumpka, AL

### Websites listed on Form ADV (Item 1.I)
- jt-wm.com
- Facebook @JacksonThorntonWealthManagement
- Facebook facebook.com
- LinkedIn @jackson-thornton-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,142,729,509 | 15 | March 10, 2021 |
| October 2022 | $1,406,320,198 | 15 | March 17, 2022 |
| October 2023 | $1,282,407,140 | 17 | August 14, 2023 |
| October 2024 | $1,548,596,453 | 15 | March 21, 2024 |
| October 2025 | $1,673,951,576 | 14 | May 14, 2025 |
| October 2026 | $2,009,618,834 | 16 | May 27, 2026 |

Regulatory assets under management: $1,142,729,509 in the October 2021 data and $2,009,618,834 in the October 2026 data, up 76%.
Total employees: 15 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $1,673,951,576 to $2,009,618,834 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jackson Thornton Wealth Management, LLC (CRD 116091): Form ADV filing data as of October 2026.