Inman Jager Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and insurance. Financial planning was provided to 51–100 clients last fiscal year.
Inman Jager Wealth Management reports 246 clients. They include 177 individual clients, 62 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 94.3% ($212M across 688 accounts) are managed with discretion; $12.8M across 93 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 30% |
| High-net-worth individuals | 25% | 61% |
| Pension and profit-sharing plans | 3% | 6% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | 1% |
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) | 177 | $68.4M | 30.4% | $386K |
| High-net-worth individuals | 62 | $138M | 61.3% | $2.22M |
| Pension and profit-sharing plans | 7 | $12.8M | 5.7% | $1.83M |
| Charitable organizations | Fewer than 5 | $3.5M | 1.6% | — |
| Corporations and other businesses | Fewer than 5 | $2.41M | 1.1% | — |
| Total | 246 | $225M | 100% | — |
- Clients
- 177
- Regulatory AUM
- $68.4M
- AUM share
- 30.4%
- Avg. per client
- $386K
- Clients
- 62
- Regulatory AUM
- $138M
- AUM share
- 61.3%
- Avg. per client
- $2.22M
- Clients
- 7
- Regulatory AUM
- $12.8M
- AUM share
- 5.7%
- Avg. per client
- $1.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.5M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.41M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 246
- Regulatory AUM
- $225M
- 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
- 51–100
Inman Jager Wealth Management is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Hourly fees range up to $300 per hour; planning may be included in the wealth management fee or contracted separately.
- Retirement Plan Advisory Services
- Annual asset-based fee of up to 0.75% of plan assets, billed in advance or arrears; negotiable.
Christopher Inman owns 50% to 75% of Inman Jager Wealth Management. The leadership team of Inman Jager Wealth Management includes Chief Compliance Officer Jason Jager. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Inman Jager Wealth Management, LLC
Christopher Inman
Control person · since January 2024
- Owns 25% to 50% of Inman Jager Wealth Management, LLC
Jason Jager
Control person · since January 2024
Inman Jager Wealth Management’s regulatory assets grew from $172M (July 2024) to $225M (February 2026); clients rose from 196 to 246 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $225M | 246 | 5 | 1 |
| May 2025May 2025 | $189M | 217 | 2 | 1 |
| Jul 2024July 2024 | $172M | 196 | 2 | 1 |
Besides its headquarters, Inman Jager Wealth Management has 0 offices, with 1 listed address in 1 state.
Mississippi · 1 listed address
- 140 Mayfair Road, Suite 1000, HattiesburgHQ
Contact and registration details
- Legal name
- Inman Jager Wealth Management, LLC
- Headquarters
- 140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
- Website
- inmanjagerwm.com
- Phone
- 601-602-3571
- @inman-jager-wealth-management
- SEC file
- 801-129713
- Founded
- 2014
- Structure
- Mississippi LLC
- Fiscal year end
- December
Inman Jager Wealth Management’s named custodian for separately managed accounts is Raymond James ($217M). Inman Jager Wealth Management has custody of $528K for 9 clients.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $217M100%
At year end, Inman Jager Wealth Management’s separately managed accounts were mostly in stocks (79%) and cash (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $188M across 90 positions; the largest are iShares TR (10.0%), Microsoft Corp. (9.2%) and Ssga Active ETF TR (3.8%).
What the accounts hold
- Stocks79%
- Funds6%
- Bonds3%
- Cash12%
How many clients does Inman Jager Wealth Management have?
Inman Jager Wealth Management has 246 clients and manages $225 million for them, as of February 2026. They include 177 individual clients, 62 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Inman Jager Wealth Management offer?
Inman Jager Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Inman Jager Wealth Management use?
Inman Jager Wealth Management’s separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $217M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Inman Jager Wealth Management have?
Inman Jager Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Inman Jager Wealth Management invest in?
At the end of its last fiscal year, Inman Jager Wealth Management’s separately managed accounts held 79% exchange-traded equities, 12% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs) and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Inman Jager Wealth Management?
Inman Jager Wealth Management’s direct owners are Christopher Inman (50% to 75%) and Jason Jager (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Inman Jager Wealth Management get paid?
Inman Jager Wealth Management is paid through a percentage of assets under management and hourly charges. 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
How do I contact Inman Jager Wealth Management?
Inman Jager Wealth Management’s main office is at 140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402. Its phone number is 601-602-3571. Its website is inmanjagerwm.com.
