Jackson Avenue reports 61 clients. They include 61 other clients. Of its assets, 56.6% ($105M across 40 accounts) are managed with discretion; $80.3M across 23 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| Other | 100% | 100% |
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) | Fewer than 5 | $378K | 0.2% | — |
| Other | 61 | $185M | 99.8% | $3.03M |
| Total | 61 | $185M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $378K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 61
- Regulatory AUM
- $185M
- AUM share
- 99.8%
- Avg. per client
- $3.03M
Total
- Clients
- 61
- Regulatory AUM
- $185M
- 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
Jackson Avenue is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Joseph Dwyer owns 75% or more of Jackson Avenue. The leadership team of Jackson Avenue includes President Joseph Dwyer. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Jackson Avenue, LLC
Joseph Dwyer
Control person · since January 2008
Jackson Avenue’s regulatory assets grew from $156M (June 2021) to $185M (March 2026); clients rose from 43 to 61 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $185M | 61 | 2 | 2 |
| Mar 2025March 2025 | $171M | 58 | 2 | 2 |
| Mar 2024March 2024 | $154M | 54 | 2 | 2 |
| Mar 2023March 2023 | $142M | 61 | 2 | 2 |
| Mar 2022March 2022 | $163M | 57 | 2 | 2 |
| Jun 2021June 2021 | $156M | 43 | 2 | 2 |
Besides its headquarters, Jackson Avenue has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Jackson Avenue, LLC
- Headquarters
- Not reported
- Website
- jacksonavenue.com
- Phone
- 703-626-6475
- SEC file
- 801-121455
- Structure
- Virginia LLC
- Fiscal year end
- December
Jackson Avenue’s named custodians for separately managed accounts are Empower ($78.2M, 51%), Mid Atlantic Capital Group ($50.5M, 33%) and Broadridge Financial Solutions ($24.3M, 16%). Jackson Avenue does not have custody of client assets.
- Broadridge Financial SolutionsBroadridge Financial Solutions · Denver, CO · $24.3M16%
- Mid Atlantic Capital GroupMid Atlantic Capital Group · Pittsburg, PA · $50.5M33%
- EmpowerEmpower Trust Company LLC · Greenwood Village, CO · $78.2M51%
At year end, Jackson Avenue’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Jackson Avenue have?
Jackson Avenue has 61 clients and manages $185 million for them, as of March 2026. They include 61 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
Which custodians does Jackson Avenue use?
Jackson Avenue’s separately managed account assets are held at Empower Trust Company LLC (Greenwood Village, CO), with $78.2M, Mid Atlantic Capital Group (Pittsburg, PA), with $50.5M and Broadridge Financial Solutions (Denver, CO), with $24.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Jackson Avenue have?
Jackson Avenue has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Jackson Avenue invest in?
At the end of its last fiscal year, Jackson Avenue’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jackson Avenue?
Jackson Avenue’s direct owner is Joseph Dwyer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Jackson Avenue get paid?
Jackson Avenue is paid through a percentage of assets under management and fixed fees. 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 Jackson Avenue?
Its phone number is 703-626-6475. Its website is jacksonavenue.com.