# JMS Capital Group Wealth Services, LLC

> JMS Capital Group Wealth Services, LLC is an SEC-registered investment advisory firm in Sewickley, PA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 281325
- Filed as: JMS CAPITAL GROUP WEALTH SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sewickley, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281325
- AdvisorCensus page: https://advisorcensus.com/firm/jms-capital-group-wealth-services-llc-sewickley-pa-281325

## Quick answers

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

**How much does JMS Capital Group Wealth Services, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $500 to $5,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is JMS Capital Group Wealth Services, LLC located?**
JMS Capital Group Wealth Services, LLC's principal office is in Sewickley, PA, according to its Form ADV.

**Is JMS Capital Group Wealth Services, LLC registered with the SEC or a state?**
JMS Capital Group Wealth Services, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281325.

**How much does JMS Capital Group Wealth Services, LLC manage?**
JMS Capital Group Wealth Services, LLC reports $174,006,823 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (78% discretionary).

**How have JMS Capital Group Wealth Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for JMS Capital Group Wealth Services, LLC: Regulatory assets under management: $144,700,000 in the October 2021 data and $174,006,823 in the October 2026 data, up 20%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JMS Capital Group Wealth Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (265); high net worth individuals (150); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does JMS Capital Group Wealth Services, LLC use?**
JMS Capital Group Wealth Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc., Charles Schwab & Co., Inc. and Empower Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does JMS Capital Group Wealth Services, LLC 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/281325

**Does JMS Capital Group Wealth Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "JMS has no minimum threshold for opening or maintaining an account."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> JMS has no minimum threshold for opening or maintaining an account.

- Flat fee: $500 to $5,000 (Financial Planning Services)

> Our Financial Planning fees are calculated and charged on a fixed fee basis (typically ranging from $500 to $5,000) depending on the specific arrangement reached with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.
- Empower Financial Services, 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: $174,006,823
- Discretionary: $135,585,288
- Non-discretionary: $38,421,535

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 265 | $48,054,703 |
| High net worth individuals | 150 | $86,304,141 |
| Banking or thrift institutions | Fewer than 5 | $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) | 3 | $38,394,195 |
| Charitable organizations | 1 | $1,253,784 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jmscapitalgroup.com
- Facebook @JMSCAPITALGROUP
- LinkedIn @JMS-CAPITAL-GROUP
- X @JMSCAPITALGROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $144,700,000 | 4 | May 26, 2021 |
| October 2022 | $160,573,053 | 4 | March 30, 2022 |
| October 2023 | $141,951,945 | 4 | March 27, 2023 |
| October 2024 | $143,844,876 | 4 | March 29, 2024 |
| October 2025 | $161,341,250 | 4 | March 31, 2025 |
| October 2026 | $174,006,823 | 4 | March 27, 2026 |

Regulatory assets under management: $144,700,000 in the October 2021 data and $174,006,823 in the October 2026 data, up 20%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JMS Capital Group Wealth Services, LLC (CRD 281325): Form ADV filing data as of October 2026.