# Jefferson Asset Management

> Jefferson Asset Management is a state-registered investment advisory firm in Crystal City, MO, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 25, 2026.

- CRD: 116222
- Filed as: JEFFERSON ASSET MANAGEMENT
- Legal name: Jefferson Capital, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Crystal City, MO
- Filing period: October 2026
- Form ADV filing dated: July 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116222
- AdvisorCensus page: https://advisorcensus.com/firm/jefferson-asset-management-crystal-city-mo-116222

## Quick answers

**How is Jefferson Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Jefferson Asset Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Jefferson Asset Management located?**
Jefferson Asset Management's principal office is in Crystal City, MO, according to its Form ADV.

**Is Jefferson Asset Management registered with the SEC or a state?**
Jefferson Asset Management is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 116222.

**How much does Jefferson Asset Management manage?**
Jefferson Asset Management reports $10,715,654 in regulatory assets under management in its Form ADV filing dated July 25, 2026 (100% discretionary).

**What types of clients does Jefferson Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); corporations or other businesses not listed above (2).

**Does Jefferson Asset Management 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/116222

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,715,654
- Discretionary: $10,715,654
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $10,400,839 |
| Corporations or other businesses not listed above | 2 | $314,815 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- 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. Jefferson Asset Management (CRD 116222): Form ADV filing data as of October 2026.