Jamison Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, tax planning, and tax preparation.
Jamison Private Wealth Management reports 534 clients. They include 285 individual clients, 187 high-net-worth individuals, and 26 pension and profit-sharing plans. Of its assets, 94.7% ($997M across 1,327 accounts) are managed with discretion; $55.5M across 31 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 12% |
| High-net-worth individuals | 35% | 79% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | 5% | 8% |
| Charitable organizations | 3% | <1% |
| Other client typesCorporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 285 | $123M | 11.7% | $431K |
| High-net-worth individuals | 187 | $834M | 79.3% | $4.46M |
| Pooled investment vehicles | 1 | $187K | 0.0% | $187K |
| Pension and profit-sharing plans | 26 | $81.8M | 7.8% | $3.14M |
| Charitable organizations | 17 | $4.37M | 0.4% | $257K |
| Corporations and other businesses | 18 | $9.08M | 0.9% | $504K |
| Total | 534 | $1.05B | 100% | $1.97M |
- Clients
- 285
- Regulatory AUM
- $123M
- AUM share
- 11.7%
- Avg. per client
- $431K
- Clients
- 187
- Regulatory AUM
- $834M
- AUM share
- 79.3%
- Avg. per client
- $4.46M
- Clients
- 1
- Regulatory AUM
- $187K
- AUM share
- 0.0%
- Avg. per client
- $187K
- Clients
- 26
- Regulatory AUM
- $81.8M
- AUM share
- 7.8%
- Avg. per client
- $3.14M
- Clients
- 17
- Regulatory AUM
- $4.37M
- AUM share
- 0.4%
- Avg. per client
- $257K
- Clients
- 18
- Regulatory AUM
- $9.08M
- AUM share
- 0.9%
- Avg. per client
- $504K
Total
- Clients
- 534
- Regulatory AUM
- $1.05B
- AUM share
- 100%
- Avg. per client
- $1.97M
- 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
Jamison Private Wealth Management charges up to 1.00% a year for its Portfolio Management. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- General Consulting
- Consulting for clients who do not need ongoing management is billed hourly at $280, invoiced monthly in arrears; the rate is not negotiable.
Robert Jamison owns 75% or more of Jamison Private Wealth Management. The leadership team of Jamison Private Wealth Management includes President Robert Jamison and Chief Compliance Officer Oscar Spain. It has 5 employees, 4 of them in advisory roles.
Leadership
- Robert JamisonPresident
- Oscar SpainChief Compliance Officer
- Robert JamisonPrincipal
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Robert Peyton Jamison
- Robert Peyton Jamison JR
- Jack Miller
- Oscar Joe Spain
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Jamison Private Wealth Management, Inc.
Robert Jamison
Control person · since June 2006
Jamison Private Wealth Management’s regulatory assets grew 2.4× from $433M (April 2021) to $1.05B (February 2026); clients rose from 302 to 534 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $1.05B | 534 | 5 | 1 |
| February 2025 | $851M | 422 | 4 | 1 |
| May 2024 | $666M | 394 | 4 | 1 |
| February 2023 | $555M | 386 | 3 | 1 |
| February 2022 | $552M | 358 | 3 | 1 |
| April 2021 | $433M | 302 | 3 | 1 |
Besides its headquarters, Jamison Private Wealth Management has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 12630 Crabapple Road, Suite 300, MiltonHQ
Contact and registration details
- Legal name
- Jamison Private Wealth Management, Inc.
- Headquarters
- 12630 Crabapple Road, Suite 300, Milton, GA 30004
- Website
- jamisonwealth.com
- Phone
- 678-323-3454
- SEC file
- 801-57167
- Founded
- 1988
- Structure
- Georgia corporation
- Fiscal year end
- December
Jamison Private Wealth Management uses Charles Schwab ($1.02B) as custodian for its separately managed accounts. Jamison Private Wealth Management has custody of $457M in client assets for 237 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.02B100%
At year end, Jamison Private Wealth Management’s separately managed accounts were mostly in stocks (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $990M across 224 positions; the largest are Applied Matls Inc. (4.5%), Apple Inc. (4.2%) and Nvidia Corporation (3.8%).
What the accounts hold
- Stocks91%
- Bonds8%
- Cash1%
Reported 13F holdings
- $990M
- Reported 13F value
- 224
- Positions
- 30.4%
- In the 10 largest
- +20.4%
- Value vs. prior quarter
- Applied Matls Inc.4.5%
- Apple Inc.4.2%
- Nvidia Corporation3.8%
- Caterpillar Inc.3.5%
- Advanced Micro Devices Inc.2.8%
- Microsoft Corp.2.5%
- Eli Lilly & CO2.4%
- Vulcan Matls CO2.3%
- Johnson & Johnson2.3%
- United Parcel Svcs Inc. · CallCall2.2%
Together, the ten largest are 30.4% of reported value.
How many clients does Jamison Private Wealth Management have?
Jamison Private Wealth Management has 534 clients and manages $1.05 billion for them, as of February 2026. They include 285 individual clients, 187 high-net-worth individuals, and 26 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 February 2026
What services does Jamison Private Wealth Management offer?
Jamison Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, tax planning, and tax preparation.
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 Jamison Private Wealth Management charge?
Jamison Private Wealth Management charges up to 1.00% a year for its Portfolio Management. The fee is billed in arrears.
Which custodians does Jamison Private Wealth Management use?
Jamison Private Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.02B. 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 February 2026
How many financial advisors does Jamison Private Wealth Management have?
Jamison Private Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 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 Jamison Private Wealth Management invest in?
At the end of its last fiscal year, Jamison Private Wealth Management’s separately managed accounts held 91% exchange-traded equities, 8% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jamison Private Wealth Management?
Jamison Private Wealth Management’s direct owner is Robert Jamison (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 February 2026
How does Jamison Private Wealth Management get paid?
Jamison Private 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
Is Jamison Private Wealth Management registered with the SEC?
Yes, Jamison Private Wealth Management has been registered with the SEC as an investment adviser since 14 January 2000. Its CRD number is 109040 and its SEC file number is 801-57167.
Source: Form ADV Part 1A, Item 1, filed 16 February 2026; IAPD firm record
How do I contact Jamison Private Wealth Management?
Jamison Private Wealth Management’s main office is at 12630 Crabapple Road, Suite 300, Milton, GA 30004. Its phone number is 678-323-3454. Its website is jamisonwealth.com.