{
  "crd_number": 109040,
  "slug": "jamison-private-wealth-management-inc-milton-ga-109040",
  "primary_business_name": "JAMISON PRIVATE WEALTH MANAGEMENT, INC.",
  "legal_name": "JAMISON PRIVATE WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Milton",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-01-14",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-02-16",
  "carried_forward": false,
  "raum_total": 1052573881.0,
  "raum_discretionary": 997101647.0,
  "raum_non_discretionary": 55472234.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 4367880.0,
      "count": 17
    },
    "individuals": {
      "raum": 122740434.0,
      "count": 285
    },
    "pension_profit_sharing": {
      "raum": 81755257.0,
      "count": 26
    },
    "high_net_worth_individuals": {
      "raum": 834442837.0,
      "count": 187
    },
    "pooled_investment_vehicles": {
      "raum": 187354.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 9080119.0,
      "count": 18
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "FL",
    "GA",
    "LA",
    "NC",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/JAMISONWEALTH",
    "https://jamisonwealth.com",
    "https://linkedin.com/COMPANY/JAMISON-PRIVATE-WEALTH-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109040",
  "city_as_filed": "MILTON",
  "url": "https://advisorcensus.com/firm/jamison-private-wealth-management-inc-milton-ga-109040",
  "display_name": "Jamison Private Wealth Management, Inc.",
  "summary": "Jamison Private Wealth Management, Inc. is an SEC-registered investment advisory firm in Milton, GA, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 16, 2026.",
  "citation": "AdvisorCensus. Jamison Private Wealth Management, Inc. (CRD 109040): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Jamison Private Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jamison Private Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Jamison Private Wealth Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 16, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states); Hourly rate: $280 an hour (General Consulting Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Jamison Private Wealth Management, Inc. located?",
      "a": "Jamison Private Wealth Management, Inc.'s principal office is in Milton, GA, according to its Form ADV."
    },
    {
      "q": "Is Jamison Private Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Jamison Private Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109040."
    },
    {
      "q": "How much does Jamison Private Wealth Management, Inc. manage?",
      "a": "Jamison Private Wealth Management, Inc. reports $1,052,573,881 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (95% discretionary)."
    },
    {
      "q": "How have Jamison Private Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jamison Private Wealth Management, Inc.: Regulatory assets under management: $432,751,361 in the October 2021 data and $1,052,573,881 in the October 2026 data, up 143%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jamison Private Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (285); high net worth individuals (187); pension and profit sharing plans (but not the plan participants or government pension plans) (26)."
    },
    {
      "q": "Which custodians does Jamison Private Wealth Management, Inc. use?",
      "a": "Jamison Private Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jamison Private Wealth Management, Inc. 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/109040"
    },
    {
      "q": "What changed in Jamison Private Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $851,302,957 to $1,052,573,881 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 432751361.0,
      "total_employees": 3,
      "filing_date": "2021-04-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 551747874.0,
      "total_employees": 3,
      "filing_date": "2022-02-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 555458903.0,
      "total_employees": 3,
      "filing_date": "2023-02-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 665772969.0,
      "total_employees": 4,
      "filing_date": "2024-05-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 851302957.0,
      "total_employees": 4,
      "filing_date": "2025-02-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1052573881.0,
      "total_employees": 5,
      "filing_date": "2026-02-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $851,302,957 to $1,052,573,881 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $280 an hour (General Consulting Fees)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The annual fee is based on a percentage of assets under management, not to exceed 1.00%."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $280 an hour (General Consulting Fees)"
        ],
        "quotes": [
          "For those clients who do not require the continuous management services of JPWM, fees are charged hourly at the rate of $280. These charges are invoiced monthly, in arrears."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 280.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "General Consulting Fees"
        }
      ]
    },
    "quotes": [
      "The annual fee is based on a percentage of assets under management, not to exceed 1.00%.",
      "For those clients who do not require the continuous management services of JPWM, fees are charged hourly at the rate of $280. These charges are invoiced monthly, in arrears."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/jamison-private-wealth-management-inc-milton-ga-109040.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 285,
      "fewer_than_5": false,
      "raum": 122740434.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 187,
      "fewer_than_5": false,
      "raum": 834442837.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 187354.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 81755257.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 17,
      "fewer_than_5": false,
      "raum": 4367880.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 18,
      "fewer_than_5": false,
      "raum": 9080119.0
    }
  ],
  "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/109040",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}