RIA Intel›Advisers›Virginia›JADE & COWRY LLC

JADE & COWRY LLC

Advisory

ARLINGTON, VA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in VA

#519

of 588 advisers by AUM

Average account

$462K

across 141 accounts

AUM per adviser

$33M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

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

50 clients

25 high-net-worth

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

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