JCT Investment Counsel provides portfolio management for individuals and small businesses.
JCT Investment Counsel reports 149 clients. They include 111 individual clients and 38 high-net-worth individuals. Of its assets, 100.0% ($129M across 149 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 25% |
| High-net-worth individuals | 26% | 75% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 111 | $32.6M | 25.2% | $294K |
| High-net-worth individuals | 38 | $96.5M | 74.8% | $2.54M |
| Total | 149 | $129M | 100% | $867K |
- Clients
- 111
- Regulatory AUM
- $32.6M
- AUM share
- 25.2%
- Avg. per client
- $294K
- Clients
- 38
- Regulatory AUM
- $96.5M
- AUM share
- 74.8%
- Avg. per client
- $2.54M
Total
- Clients
- 149
- Regulatory AUM
- $129M
- AUM share
- 100%
- Avg. per client
- $867K
- 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
JCT Investment Counsel is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jeffrey Thomas owns 75% or more of JCT Investment Counsel. The leadership team of JCT Investment Counsel includes President Jeffrey Thomas. It has 1 employee.
Leadership
- Jeffrey ThomasPresident/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of JCT Investment Counsel, Inc.
Jeffrey Thomas
Control person · since March 1996
JCT Investment Counsel’s regulatory assets went from $129M (March 2025) to $129M (February 2026); clients were 149 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $129M | 149 | 1 | 1 |
| March 2025 | $129M | 145 | 1 | 1 |
Besides its headquarters, JCT Investment Counsel has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 50 South Main Street, Suite 1210, AkronHQ
Contact and registration details
- Legal name
- JCT Investment Counsel, Inc.
- Headquarters
- 50 South Main Street, Suite 1210, Akron, OH 44308
- Website
- Not reported
- Phone
- 330-374-7500
- SEC file
- 801-132435
- Structure
- Ohio corporation
- Fiscal year end
- December
JCT Investment Counsel uses Charles Schwab ($79.3M) as custodian for its separately managed accounts. JCT Investment Counsel does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $79.3M100%
At year end, JCT Investment Counsel’s separately managed accounts were mostly in stocks (72%) and funds (19%).
What the accounts hold
- Stocks72%
- Funds19%
- Cash9%
How many clients does JCT Investment Counsel have?
JCT Investment Counsel has 149 clients and manages $129 million for them, as of February 2026. They include 111 individual clients and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does JCT Investment Counsel offer?
JCT Investment Counsel provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does JCT Investment Counsel use?
JCT Investment Counsel’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $79.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does JCT Investment Counsel have?
JCT Investment Counsel has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative 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 JCT Investment Counsel invest in?
At the end of its last fiscal year, JCT Investment Counsel’s separately managed accounts held 72% exchange-traded equities, 19% pooled vehicles (private funds and similar) and 9% 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 JCT Investment Counsel?
JCT Investment Counsel’s direct owner is Jeffrey Thomas (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does JCT Investment Counsel get paid?
JCT Investment Counsel 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 JCT Investment Counsel registered with the SEC?
Yes, JCT Investment Counsel has been registered with the SEC as an investment adviser since 16 April 2025. Its CRD number is 112571 and its SEC file number is 801-132435.
Source: Form ADV Part 1A, Item 1, filed 12 February 2026; IAPD firm record
How do I contact JCT Investment Counsel?
JCT Investment Counsel’s main office is at 50 South Main Street, Suite 1210, Akron, OH 44308. Its phone number is 330-374-7500.