# Jason Howell Company

> Jason Howell Company is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 281658
- Filed as: JASON HOWELL COMPANY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281658
- AdvisorCensus page: https://advisorcensus.com/firm/jason-howell-company-281658

## Quick answers

**How is Jason Howell Company compensated?**
On its Form ADV (Item 5.E, October 2026), Jason Howell Company reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Jason Howell Company registered with the SEC or a state?**
Jason Howell Company is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281658.

**How much does Jason Howell Company manage?**
Jason Howell Company reports $64,546,434 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).

**What types of clients does Jason Howell Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (15); charitable organizations (2).

**Does Jason Howell Company 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/281658

## 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: $64,546,434
- Discretionary: $64,546,434
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $27,692,141 |
| High net worth individuals | 15 | $36,572,564 |
| Charitable organizations | 2 | $281,729 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jasonhowell.com
- Facebook @JASONHOWELLCOMPANY
- LinkedIn @JASONHOWELL
- X @JASONHOWELLCO
- YouTube @jasonhowellco

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jason Howell Company (CRD 281658): Form ADV filing data as of October 2026.