# Jayco Wealth Management

> 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.

- CRD: 171884
- Filed as: JAYCO WEALTH MANAGEMENT
- Legal name: Jayco Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171884
- AdvisorCensus page: https://advisorcensus.com/firm/jayco-wealth-management-atlanta-ga-171884

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 16, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

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

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: $107,945,594
- Discretionary: $107,945,594
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $16,157,801 |
| High net worth individuals | 33 | $91,787,793 |
| 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) | 0 | $0 |
| 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 | 0 | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jaycowealth.com
- Facebook @JaycoWealth
- LinkedIn @82017986

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jayco Wealth Management (CRD 171884): Form ADV filing data as of October 2026.