Gilliland Jeter Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and insurance.
Gilliland Jeter Wealth Management reports 297 clients. They include 236 individual clients, 55 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 90.4% ($515M across 777 accounts) are managed with discretion; $54.4M across 59 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 20% |
| High-net-worth individuals | 19% | 70% |
| Insurance companies | Fewer than 5 | <1% |
| Corporations and other businesses | 2% | 9% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 236 | $117M | 20.5% | $494K |
| High-net-worth individuals | 55 | $400M | 70.3% | $7.28M |
| Insurance companies | Fewer than 5 | $2.22M | 0.4% | — |
| Corporations and other businesses | 6 | $50M | 8.8% | $8.33M |
| Total | 297 | $569M | 100% | — |
- Clients
- 236
- Regulatory AUM
- $117M
- AUM share
- 20.5%
- Avg. per client
- $494K
- Clients
- 55
- Regulatory AUM
- $400M
- AUM share
- 70.3%
- Avg. per client
- $7.28M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.22M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $50M
- AUM share
- 8.8%
- Avg. per client
- $8.33M
Total
- Clients
- 297
- Regulatory AUM
- $569M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Gilliland Jeter Wealth Management charges 1.00%–2.00% for its Portfolio management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Fee details and sources
Matthew Jeter owns 50% to 75% of Gilliland Jeter Wealth Management. The leadership team of Gilliland Jeter Wealth Management includes Chief Compliance Officer Patricia France. It has 4 employees, 3 of them in advisory roles.
Leadership
- Patricia FranceChief Compliance Officer
- Matthew JeterPrincipal
- Joseph GillilandSenior Portfolio Strategist
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Gilliland Jeter Wealth Management, LLC
Matthew Jeter
Control person · since December 2022
- Owns 25% to 50% of Gilliland Jeter Wealth Management, LLC
Joseph Gilliland
Control person · since March 2023
- Owns 5% to 10% of Gilliland Jeter Wealth Management, LLC
Patricia France
Control person · since December 2022
Gilliland Jeter Wealth Management’s regulatory assets grew from $402M (May 2023) to $569M (July 2026); clients fell from 506 to 297 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $569M | 297 | 4 | 2 |
| February 2025 | $505M | 292 | 4 | 2 |
| April 2024 | $455M | 286 | 4 | 2 |
| May 2023 | $402M | 506 | 4 | 1 |
Besides its headquarters, Gilliland Jeter Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Arkansas.
Arkansas · 1 listed address
- 5619 R Street, Little RockHQ
Contact and registration details
- Legal name
- Gilliland Jeter Wealth Management, LLC
- Headquarters
- 5619 R Street, Little Rock, AR 72207
- Website
- gillilandjeter.com
- Phone
- 501-902-4951
- SEC file
- 801-127199
- Founded
- 2022
- Structure
- Arkansas LLC
- Fiscal year end
- December
Gilliland Jeter Wealth Management uses Raymond James ($569M) as custodian for its separately managed accounts. Gilliland Jeter Wealth Management has custody of $92.8M in client assets for 38 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $569M100%
At year end, Gilliland Jeter Wealth Management’s separately managed accounts were mostly in stocks (62%) and funds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $382M across 195 positions; the largest are Apple Incorporated (8.3%), Nvidia Corporation (7.9%) and Walmart Inc. (3.4%).
What the accounts hold
- Stocks62%
- Exchange-traded equities56%
- Non-exchange-traded equities6%
- Funds18%
- Registered funds17%
- Pooled vehicles1%
- Bonds10%
- State and local bonds7%
- U.S. government and agency bonds2%
- High-yield corporate bonds1%
- Cash9%
- Other1%
- Annuities1%
Reported 13F holdings
- $382M
- Reported 13F value
- 195
- Positions
- 38.2%
- In the 10 largest
- +13.1%
- Value vs. prior quarter
- Apple Incorporated8.3%
- Nvidia Corporation7.9%
- Walmart Inc.3.4%
- Caterpillar Incorporated3.4%
- iShares TR Rus 1000 Grw ETF · Rus 1000 Grw ETF3.3%
- Vanguard Dividend Appreciation ETF · Div App ETF2.8%
- Amazon Com Incorporated2.7%
- Lam Research Corporation Com New2.6%
- JPMORGAN Chase & Company2.0%
- Microsoft Corporation1.9%
Together, the ten largest are 38.2% of reported value.
How many clients does Gilliland Jeter Wealth Management have?
Gilliland Jeter Wealth Management has 297 clients and manages $569 million for them, as of July 2026. They include 236 individual clients, 55 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Gilliland Jeter Wealth Management offer?
Gilliland Jeter Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Gilliland Jeter Wealth Management charge?
Gilliland Jeter Wealth Management charges 1.00%–2.00% for its Portfolio management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: GILLILAND JETER WEALTH MANAGEMENT FORM ADV PART 2A, filed 27 February 2026
Which custodians does Gilliland Jeter Wealth Management use?
Gilliland Jeter Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $569M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Gilliland Jeter Wealth Management have?
Gilliland Jeter Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gilliland Jeter Wealth Management invest in?
At the end of its last fiscal year, Gilliland Jeter Wealth Management’s separately managed accounts held 56% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 7% state and local bonds, 6% non-exchange-traded equities, 2% U.S. government and agency bonds, 1% high-yield corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gilliland Jeter Wealth Management?
Gilliland Jeter Wealth Management’s direct owners are Matthew Jeter (50% to 75%), Patricia France (5% to 10%) and Joseph Gilliland (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Gilliland Jeter Wealth Management get paid?
Gilliland Jeter Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Gilliland Jeter Wealth Management registered with the SEC?
Yes, Gilliland Jeter Wealth Management has been registered with the SEC as an investment adviser since 17 January 2023. Its CRD number is 324403 and its SEC file number is 801-127199.
Source: Form ADV Part 1A, Item 1, filed 16 July 2026; IAPD firm record
How do I contact Gilliland Jeter Wealth Management?
Gilliland Jeter Wealth Management’s main office is at 5619 R Street, Little Rock, AR 72207. Its phone number is 501-902-4951. Its website is gillilandjeter.com.