# Jessup Wealth Management

> Jessup Wealth Management is an SEC-registered investment advisory firm in Dayton, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 323035
- Filed as: JESSUP WEALTH MANAGEMENT
- Legal name: Jessup Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dayton, OH
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323035
- AdvisorCensus page: https://advisorcensus.com/firm/jessup-wealth-management-dayton-oh-323035

## Quick answers

**How is Jessup Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Jessup Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Jessup Wealth Management located?**
Jessup Wealth Management's principal office is in Dayton, OH, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Jessup Wealth Management registered with the SEC or a state?**
Jessup Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323035.

**How much does Jessup Wealth Management manage?**
Jessup Wealth Management reports $360,187,044 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**How have Jessup Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for Jessup Wealth Management: Regulatory assets under management: $210,377,036 in the October 2023 data and $360,187,044 in the October 2026 data, up 71%. Total employees: 11 in October 2023 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jessup Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (312); high net worth individuals (88); corporations or other businesses not listed above (8).

**Which custodians does Jessup Wealth Management use?**
Jessup Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Jessup 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/323035

**What changed in Jessup Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $360,187,044
- Discretionary: $360,187,044
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 312 | $103,470,410 |
| High net worth individuals | 88 | $248,440,098 |
| Charitable organizations | 3 | $2,838,074 |
| Corporations or other businesses not listed above | 8 | $5,438,462 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IL, IN, KY, LA, NC, NY, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Kenwood, OH

### Websites listed on Form ADV (Item 1.I)
- jessupwealthmanagement.com
- Facebook @jessupwealthmanagement
- Instagram @jessupwealth
- LinkedIn @jessup-wealth-management-inc
- X @JessupWealth
- YouTube @jessupwealthmanagementinc.7763

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $210,377,036 | 11 | September 21, 2023 |
| October 2024 | $260,617,801 | 10 | April 30, 2024 |
| October 2025 | $298,454,853 | 12 | March 11, 2025 |
| October 2026 | $360,187,044 | 12 | September 18, 2026 |

Regulatory assets under management: $210,377,036 in the October 2023 data and $360,187,044 in the October 2026 data, up 71%.
Total employees: 11 in October 2023 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 7.
- Regulatory assets under management went from $298,454,853 to $360,187,044 (+21%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jessup Wealth Management (CRD 323035): Form ADV filing data as of October 2026.