# JGC Tax & Wealth Management

> JGC Tax & Wealth Management is an SEC-registered investment advisory firm in Salem, OR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 165770
- Filed as: JGC TAX & WEALTH MANAGEMENT
- Legal name: JGC Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salem, OR
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165770
- AdvisorCensus page: https://advisorcensus.com/firm/jgc-tax-and-wealth-management-salem-or-165770

## Quick answers

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

**Where is JGC Tax & Wealth Management located?**
JGC Tax & Wealth Management's principal office is in Salem, OR, according to its Form ADV.

**Is JGC Tax & Wealth Management registered with the SEC or a state?**
JGC Tax & Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 165770.

**How much does JGC Tax & Wealth Management manage?**
JGC Tax & Wealth Management reports $132,030,176 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (83% discretionary).

**How have JGC Tax & Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for JGC Tax & Wealth Management: Regulatory assets under management: $108,883,277 in the October 2025 data and $132,030,176 in the October 2026 data, up 21%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JGC Tax & Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (21).

**Which custodians does JGC Tax & Wealth Management use?**
JGC Tax & Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does JGC Tax & 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/165770

**What changed in JGC Tax & Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $108,883,277 to $132,030,176 (+21%).

## 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))
- Charles Schwab & Co., Inc.
- Matrix Trust Company

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: $132,030,176
- Discretionary: $109,026,963
- Non-discretionary: $23,003,213

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $36,159,883 |
| High net worth individuals | 34 | $73,155,386 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $22,362,668 |
| Charitable organizations | Fewer than 5 | $352,239 |

### 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: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NE, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- app.modestspark.com/USERSECURITY/LOGIN
- jgctaxandwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $108,883,277 | 3 | March 26, 2025 |
| October 2026 | $132,030,176 | 3 | March 17, 2026 |

Regulatory assets under management: $108,883,277 in the October 2025 data and $132,030,176 in the October 2026 data, up 21%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $108,883,277 to $132,030,176 (+21%).

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

### December 2025
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JGC Tax & Wealth Management (CRD 165770): Form ADV filing data as of October 2026.