Jessup Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and philanthropic planning. Financial planning was provided to 1–10 clients last fiscal year.
Jessup Wealth Management reports 411 clients. They include 312 individual clients, 88 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 100.0% ($360M across 916 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $360M. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 29% |
| High-net-worth individuals | 21% | 69% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 312 | $103M | 28.7% | $332K |
| High-net-worth individuals | 88 | $248M | 69.0% | $2.82M |
| Charitable organizations | Fewer than 5 | $2.84M | 0.8% | $946K |
| Corporations and other businesses | 8 | $5.44M | 1.5% | $680K |
| Total | 411 | $360M | 100% | — |
- Clients
- 312
- Regulatory AUM
- $103M
- AUM share
- 28.7%
- Avg. per client
- $332K
- Clients
- 88
- Regulatory AUM
- $248M
- AUM share
- 69.0%
- Avg. per client
- $2.82M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.84M
- AUM share
- 0.8%
- Avg. per client
- $946K
- Clients
- 8
- Regulatory AUM
- $5.44M
- AUM share
- 1.5%
- Avg. per client
- $680K
Total
- Clients
- 411
- Regulatory AUM
- $360M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Jessup Wealth Management charges 0.75%–2.00% a year for its Investment Management Fee. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
Matthew Jessup owns 50% to 75% of Jessup Wealth Management. It has 12 employees, 7 of them in advisory roles.
Leadership
- Matthew DunnCCO
- Matthew JessupCEO, Managing Partner
- Mark McEvilyCIO, Managing Partner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Aaron David Cramer
- Matthew C. Jessup
- Taylor Ledbetter
- Benjamin Mathile
- Mark Jerome McEvily
- John McGrath
- Nicholas S Whitaker
Staff
- 12 employees
- 7 in advisory functions
- 7 state-registered reps
- 3 insurance agents
- 3 soliciting firms
- Owns 50% to 75% of Jessup Wealth Management, Inc.
Matthew Jessup
Control person · since November 2009
- Owns 50% to 75% of Jessup Wealth Management, Inc.
Mark McEvily
Control person · since September 2015
Jessup Wealth Management’s regulatory assets grew 1.7× from $210M (February 2023) to $360M (September 2026); clients were 411 in both filings and employees rose from 11 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $360M | 411 | 12 | 2 |
| March 2025 | $298M | 401 | 12 | 2 |
| April 2024 | $261M | 391 | 10 | 2 |
| February 2023 | $210M | 413 | 11 | 2 |
Besides its headquarters, Jessup Wealth Management has 1 office, with 2 listed addresses in Ohio.
Ohio · 2 listed addresses
- 35 Park Avenue, DaytonHQ
- 8044 Montgomery RD, Kenwood
Contact and registration details
- Legal name
- Jessup Wealth Management, Inc.
- Headquarters
- 35 Park Avenue, Dayton, OH 45419
- Website
- jessupwealthmanagement.com
- Phone
- 937-938-9105
- @jessup-wealth-management-inc
- SEC file
- 801-127039
- Founded
- 2009
- Structure
- Ohio corporation
- Fiscal year end
- December
Jessup Wealth Management uses Fidelity ($298M) as custodian for its separately managed accounts. Jessup Wealth Management has custody of $79.2M in client assets for 66 clients.
- FidelityNational Financial Services LLC · Boston, MA · $298M100%
At year end, Jessup Wealth Management’s separately managed accounts were mostly in stocks (66%) and funds (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $335M across 81 positions; the largest are Amazon Com Inc. (10.1%), Nvidia Corporation (7.8%) and Apple Inc. (7.7%).
What the accounts hold
- Stocks66%
- Funds26%
- Bonds4%
- Investment grade corporate bonds3%
- High-yield corporate bonds1%
- Cash4%
Reported 13F holdings
- $335M
- Reported 13F value
- 81
- Positions
- 56.1%
- In the 10 largest
- +22.4%
- Value vs. prior quarter
- Amazon Com Inc.10.1%
- Nvidia Corporation7.8%
- Apple Inc.7.7%
- Advanced Micro Devices Inc.6.1%
- Alphabet Inc. · Cap Stk CL A4.8%
- Unitedhealth Group Inc.4.2%
- Micron Technology Inc.4.0%
- Microsoft Corp.4.0%
- SPDR Series Trust · ST Bloo High ETF4.0%
- iShares TR · 7-10 YR Trsy BD3.3%
Together, the ten largest are 56.1% of reported value.
How many clients does Jessup Wealth Management have?
Jessup Wealth Management has 411 clients and manages $360 million for them, as of September 2026. They include 312 individual clients, 88 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Jessup Wealth Management offer?
Jessup Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and philanthropic 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 Jessup Wealth Management charge?
Jessup Wealth Management charges 0.75%–2.00% a year for its Investment Management Fee. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Jessup Wealth Management use?
Jessup Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $298M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Jessup Wealth Management have?
Jessup Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Jessup Wealth Management invest in?
At the end of its last fiscal year, Jessup Wealth Management’s separately managed accounts held 66% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jessup Wealth Management?
Jessup Wealth Management’s direct owners are Matthew Jessup (50% to 75%) and Mark McEvily (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Jessup Wealth Management get paid?
Jessup Wealth Management is paid through a percentage of assets under management, hourly charges 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 Jessup Wealth Management?
Jessup Wealth Management’s main office is at 35 Park Avenue, Dayton, OH 45419. Its phone number is 937-938-9105. Its website is jessupwealthmanagement.com.