AdvisorCensus / Financial advisors / Georgia / Atlanta / Jayco Wealth Management
Jayco Wealth Management
Filed as JAYCO WEALTH MANAGEMENT · Legal name Jayco Wealth Management, Inc.
Jayco Wealth Management is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.
Quick answers
From the filingHow is Jayco Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Jayco Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Jayco Wealth Management located?
Jayco Wealth Management's principal office is in Atlanta, GA, according to its Form ADV.
Is Jayco Wealth Management registered with the SEC or a state?
Jayco Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 171884.
How much does Jayco Wealth Management manage?
Jayco Wealth Management reports $107,945,594 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).
What types of clients does Jayco Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (24).
Which custodians does Jayco Wealth Management use?
Jayco Wealth Management'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.
Does Jayco Wealth Management 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/171884
Does Jayco Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated July 16, 2026 says: "We do not require minimum income, asset levels or other similar preconditions for our financial planning or portfolio management services engagement."
What changed in Jayco Wealth Management's recent Form ADV filings?
In the August 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
We do not require minimum income, asset levels or other similar preconditions for our financial planning or portfolio management services engagement.
As stated in the firm's Form ADV Part 2A brochure dated July 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$107,945,594 as of October 2026, filing dated July 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Jayco Wealth Management, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Jayco Wealth Management (CRD 171884): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jayco-wealth-management-atlanta-ga-171884