Jackson Thornton Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.
Jackson Thornton Wealth Management reports 988 clients. They include 588 individual clients, 355 high-net-worth individuals, and 35 corporations and other businesses. Of its assets, 99.1% ($1.99B across 2,355 accounts) are managed with discretion; $18M across 12 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 10% |
| High-net-worth individuals | 36% | 82% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 4% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 588 | $199M | 9.9% | $338K |
| High-net-worth individuals | 355 | $1.64B | 81.8% | $4.63M |
| Pension and profit-sharing plans | 6 | $20.5M | 1.0% | $3.41M |
| Charitable organizations | Fewer than 5 | $37.9M | 1.9% | $9.47M |
| Corporations and other businesses | 35 | $109M | 5.4% | $3.12M |
| Total | 988 | $2.01B | 100% | — |
- Clients
- 588
- Regulatory AUM
- $199M
- AUM share
- 9.9%
- Avg. per client
- $338K
- Clients
- 355
- Regulatory AUM
- $1.64B
- AUM share
- 81.8%
- Avg. per client
- $4.63M
- Clients
- 6
- Regulatory AUM
- $20.5M
- AUM share
- 1.0%
- Avg. per client
- $3.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $37.9M
- AUM share
- 1.9%
- Avg. per client
- $9.47M
- Clients
- 35
- Regulatory AUM
- $109M
- AUM share
- 5.4%
- Avg. per client
- $3.12M
Total
- Clients
- 988
- Regulatory AUM
- $2.01B
- 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
Jackson Thornton Wealth Management charges 0.35%–1.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
Jackson Thornton Advisors, LLC owns 75% or more of Jackson Thornton Wealth Management and is in turn owned by Ascend Partner Services LLC (75% or more). The leadership team of Jackson Thornton Wealth Management includes President Nancy Brown and Chief Compliance Officer James Causey. It has 16 employees, 9 of them in advisory roles.
Staff
- 16 employees
- 9 in advisory functions
- 9 state-registered reps
- 2 soliciting firms
- Owns 75% or more of Jackson Thornton Wealth Management, LLC
Jackson Thornton Advisors, LLC
Control person · since May 2026
- Owns 75% or more of Jackson Thornton Advisors, LLC
Ascend Partner Services LLC
Control person · since January 2026
- Owns 75% or more of Ascend Partner Services LLC
Ascend Partners Intermediate LLC
Control person · since December 2022
- Owns 75% or more of Ascend Partners Intermediate LLC
Ascend Partners Parent LLC
Control person · since December 2022
- Owns 75% or more of Ascend Partners Parent LLC
Ascend Partners Topco LP
Control person · since December 2022
- Owns 50% to 75% of Ascend Partners Topco LP
Alpine Ascend Splitter LP
Control person · since December 2022
- Owns 50% to 75% of Alpine Ascend Splitter LP
Alpine Ascend Blocker LLC
Control person · since December 2022
- Owns 75% or more of Alpine Ascend Blocker LLC
Alpine Investors IX-A, LP
Control person · since December 2022
- Owns 25% to 50% of Alpine Ascend Splitter LP
Alpine Investors IX, LP
Control person · since December 2022
- Owns 25% to 50% of Ascend Partners Topco LP
Ascend Partners Holdings LLC
Control person · since January 2023
Jackson Thornton Wealth Management’s regulatory assets grew 1.8× from $1.14B (March 2021) to $2.01B (May 2026); clients rose from 871 to 988 and employees from 15 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $2.01B | 988 | 16 | 5 |
| May 2025May 2025 | $1.67B | 982 | 14 | 5 |
| Mar 2024March 2024 | $1.55B | 969 | 15 | 5 |
| Mar 2023March 2023 | $1.28B | 953 | 17 | 5 |
| Mar 2022March 2022 | $1.41B | 927 | 15 | 6 |
| Mar 2021March 2021 | $1.14B | 871 | 15 | 6 |
Besides its headquarters, Jackson Thornton Wealth Management has 4 offices, with 5 listed addresses in 1 state.
Alabama · 5 listed addresses
- 200 Commerce Street, MontgomeryHQ
- 310 South Washington Street, Prattville
- 194 Fort Toulouse Road, Wetumpka
- 328 Samford Village CT., Auburn
- 304 Jamestown Boulevard, Dothan
Contact and registration details
- Legal name
- Jackson Thornton Wealth Management, LLC
- Headquarters
- 200 Commerce Street, Montgomery, AL 36104
- Website
- jt-wm.com
- Phone
- 334-834-7660
- SEC file
- 801-61445
- Founded
- 1999
- Structure
- Alabama LLC
- Fiscal year end
- December
Jackson Thornton Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($1.68B, 87%) and Fidelity ($247M, 13%). Jackson Thornton Wealth Management has custody of $2.06M for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.68B87%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $247M13%
At year end, Jackson Thornton Wealth Management’s separately managed accounts were mostly in funds (69%) and bonds (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.26B across 417 positions; the largest are Dimensional ETF Trust (17.3%), Dimensional ETF Trust (15.6%) and Dimensional ETF Trust (7.3%).
What the accounts hold
- Stocks11%
- Funds69%
- Bonds12%
- State and local bonds7%
- U.S. government and agency bonds5%
- Cash6%
- Other2%
- Annuities2%
How many clients does Jackson Thornton Wealth Management have?
Jackson Thornton Wealth Management has 988 clients and manages $2.01 billion for them, as of May 2026. They include 588 individual clients, 355 high-net-worth individuals, and 35 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026
What services does Jackson Thornton Wealth Management offer?
Jackson Thornton Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.
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 Jackson Thornton Wealth Management charge?
Jackson Thornton Wealth Management charges 0.35%–1.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: JACKSON THORNTON WEALTH MANAGEMENT FORM ADV PART 2A, filed 27 May 2026
Which custodians does Jackson Thornton Wealth Management use?
Jackson Thornton Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.68B and Fidelity Brokerage Services LLC (Smithfield, RI), with $247M. 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 May 2026
How many financial advisors does Jackson Thornton Wealth Management have?
Jackson Thornton Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 16 employees, and 9 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 Thornton Wealth Management invest in?
At the end of its last fiscal year, Jackson Thornton Wealth Management’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 7% state and local bonds, 6% cash and equivalents, 5% U.S. government and agency bonds and 2% other. The 2% 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 Jackson Thornton Wealth Management?
Jackson Thornton Wealth Management is owned through a chain of holding companies by Ascend Partners Holdings LLC, Alpine Investors IX, LP and Alpine Investors IX-A, LP. Its direct owner is Jackson Thornton Advisors, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 May 2026
How does Jackson Thornton Wealth Management get paid?
Jackson Thornton 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
How do I contact Jackson Thornton Wealth Management?
Jackson Thornton Wealth Management’s main office is at 200 Commerce Street, Montgomery, AL 36104. Its phone number is 334-834-7660. Its website is jt-wm.com.