RIA Intel›Advisers›Connecticut›JABEZ FINANCIAL, LLC

JABEZ FINANCIAL, LLC

Advisory

UNCASVILLE, CT

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in CT

#1,168

of 1,312 advisers by AUM

Average account

$81K

across 175 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$14M

Discretionary AUM$0

Non-Discretionary AUM$14M

Discretionary %0%

Total Clients117

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

117 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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