# Jacques Advisors, LLC

> Jacques Advisors, LLC is a state-registered investment advisory firm in Rockville, MD, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 116102
- Filed as: JACQUES ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockville, MD
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116102
- AdvisorCensus page: https://advisorcensus.com/firm/jacques-advisors-llc-rockville-md-116102

## Quick answers

**How is Jacques Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jacques Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Jacques Advisors, LLC located?**
Jacques Advisors, LLC's principal office is in Rockville, MD, according to its Form ADV.

**Is Jacques Advisors, LLC registered with the SEC or a state?**
Jacques Advisors, LLC is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 116102.

**How much does Jacques Advisors, LLC manage?**
Jacques Advisors, LLC reports $88,642,144 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Jacques Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (41).

**Does Jacques Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116102

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $88,642,144
- Discretionary: $88,642,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $41,753,733 |
| High net worth individuals | 41 | $46,888,411 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2000 (26 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jacques Advisors, LLC (CRD 116102): Form ADV filing data as of October 2026.