{"url":"https://nivawealth.com/firms/jct-investment-counsel-112571","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/112571","regulatoryAum":129130191,"crd":"112571","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7755480","suffix":null,"lastName":"Rzeszut","firstName":"Brandon","middleName":"Bae"},{"crd":"2095554","suffix":null,"lastName":"THOMAS","firstName":"JEFFREY","middleName":"CRAIG"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-17","regulatoryAum":128672138,"clients":145,"employees":1,"offices":1},{"filedOn":"2026-02-12","regulatoryAum":129130191,"clients":149,"employees":1,"offices":1}],"secFileNumber":"801-132435","legalName":"JCT Investment Counsel, Inc.","displayName":"JCT Investment Counsel","slug":"jct-investment-counsel-112571","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Ohio corporation","fiscalYearEnd":"December","headquarters":{"street":"50 South Main Street, Suite 1210","city":"Akron","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44308"},"tradeNames":[],"registration":{"secApproved":"16 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":866645.5771812081,"staff":{"employees":1,"advisory":1,"brokerDealerReps":1,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":129130191,"discretionary":129130191,"discretionaryAccounts":149,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":111,"regulatoryAum":32603811},{"label":"High-net-worth individuals","clients":38,"regulatoryAum":96526380}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:13:49.953424+00:00","documents":[{"name":"ALPHA ASSET MANAGEMENT","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008526","versionId":1008526,"submittedOn":"2026-02-12"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=605531","versionId":605531,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":79316524}],"custodyNote":"JCT Investment Counsel does not have custody of client assets.","leadership":[{"name":"Jeffrey Thomas","title":"President/Chief Compliance Officer","crd":"2095554"}],"ownership":[{"label":"Jeffrey Thomas","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since March 1996."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"50 South Main Street, Suite 1210","city":"Akron","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"330-374-7500","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":72},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":19},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"12 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/112571/PDF/112571.pdf","brochureDate":"12 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008526","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does JCT Investment Counsel have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does JCT Investment Counsel offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does JCT Investment Counsel use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does JCT Investment Counsel have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does JCT Investment Counsel invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns JCT Investment Counsel?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does JCT Investment Counsel get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is JCT Investment Counsel registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact JCT Investment Counsel?","answer":"JCT Investment Counsel’s main office is at 50 South Main Street, Suite 1210, Akron, OH 44308. Its phone number is 330-374-7500.","source":"Form ADV Part 1A, Item 1.F, filed 12 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}