RIA Intel›Advisers›Pennsylvania›JANNEY CAPITAL MANAGEMENT LLC

JANNEY CAPITAL MANAGEMENT LLC

Advisory

N·PITTSBURGH, PA

Data as of Sep 9, 2024 · Source: SEC Form ADV

Total AUM

$5.3B

1-Year AUM Growth

+23.9%

3-Year CAGR

+19.9%

Employees

8

Assets Under Management

Total AUM$5.3B

Discretionary AUM$3.4B

Non-Discretionary AUM$1.9B

Discretionary %64.9%

Total Clients14,293

Team

Total Employees8

Investment Advisers12

Employee Growth (1Y)-10.0%

Filing History

Total Filings on Record49

First FilingMar 2, 2012

Latest FilingSep 9, 2024

🔒 Full AUM trend chart and 49 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JANNEY CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.