RIA Intel›Advisers›Ohio›JACOBSMA, KURT BRADLEY

JACOBSMA, KURT BRADLEY

Advisory

Data as of Mar 21, 2026 · Source: SEC Form ADV

Average account

$31K

across 3 accounts

AUM per adviser

$92K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM

$92K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$92K

Discretionary AUM$87K

Non-Discretionary AUM$5K

Discretionary %95.1%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InOH

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

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

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Advisers of similar size in OH

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

JFJ ADVISORY SERVICES LLC

MORROW, OH

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VANCE FUNDS LIMITED

CLEVELAND, OH

$109K

-4.6% 1Y

PURPOSE1ST

$143K

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