RIA Intel›Advisers›Georgia›JAM CAPITAL PARTNERS MANAGEMENT, LLC

JAM CAPITAL PARTNERS MANAGEMENT, LLC

Advisory

SAINT SIMONS ISLAND, GA

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

Rank in GA

#556

of 607 advisers by AUM

Average account

$4M

across 16 accounts

AUM per adviser

$22M

3 advisers

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

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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.

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Owners & Officers

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

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Client Demographics

16 clients

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

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Advisers of similar size in GA

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

SWORDS CAPITAL MANAGEMENT, LLC

$65M

MOMENTUM WEALTH MANAGEMENT LLC

$65M

GRAY GHOST MANAGEMENT & OPERATIONS LLC

$64M

$66M

POINTER CAPITAL, LLC

$64M

FAMILY CAPITAL ADVISORS, LLC

$66M

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