# JR Mesenburg and Associates, LLC

> JR Mesenburg and Associates, LLC is a state-registered investment advisory firm in Columbus, OH, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 144645
- Filed as: JR MESENBURG AND ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144645
- AdvisorCensus page: https://advisorcensus.com/firm/jr-mesenburg-and-associates-llc-columbus-oh-144645

## Quick answers

**How is JR Mesenburg and Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JR Mesenburg and Associates, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is JR Mesenburg and Associates, LLC located?**
JR Mesenburg and Associates, LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is JR Mesenburg and Associates, LLC registered with the SEC or a state?**
JR Mesenburg and Associates, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 144645.

**How much does JR Mesenburg and Associates, LLC manage?**
JR Mesenburg and Associates, LLC reports $118,266,565 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does JR Mesenburg and Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (2).

**Does JR Mesenburg and Associates, LLC 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/144645

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $118,266,565
- Discretionary: $118,266,565
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $213,502 |
| High net worth individuals | 31 | $118,053,063 |

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

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- 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. JR Mesenburg and Associates, LLC (CRD 144645): Form ADV filing data as of October 2026.