RIA IntelAdvisersCaliforniaJACUMEN ASSET MANAGEMENT CORP.

JACUMEN ASSET MANAGEMENT CORP.

Advisory

CA

Data as of Jul 16, 2026 · Source: SEC Form ADV

Rank in CA
#4,509
of 5,480 advisers by AUM
Average account
$13M
across 1 accounts
AUM per adviser
$13M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM
$13M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

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ATLAS WEALTH MANAGEMENT GROUP, LLC
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FUNDAMENTAL INVESTMENT ADVISORS, LLC
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$13M
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