RIA Intel›Advisers›Maryland›JACQUES ADVISORS, LLC

JACQUES ADVISORS, LLC

Advisory

ROCKVILLE, MD

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in MD

#381

of 468 advisers by AUM

Average account

$327K

across 271 accounts

AUM per adviser

$44M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$89M

Discretionary AUM$89M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients247

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD, TX, VA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

247 clients

41 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

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

DELMARVA RETIREMENT SOLUTIONS, LLC

$88M

PRESERVE PRIVATE WEALTH, LLC

$88M

STONE MILL CO INC

$88M

MILLER VALUE PARTNERS, LLC

$87M

LANE FIVE CAPITAL MANAGEMENT LP

$90M

BRYANT FINANCIAL ADVISORY, INC.

$87M

Get the full picture on JACQUES ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JACQUES ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans