RIA Intel›Advisers›Ohio›JARVIS GLOBAL INVESTMENTS, LLC

JARVIS GLOBAL INVESTMENTS, LLC

Advisory

OH

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

Rank in OH

#692

of 748 advisers by AUM

Average account

$115K

across 551 accounts

AUM per adviser

$21M

3 advisers

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

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients354

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, OH, TX

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

354 clients

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

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Advisers of similar size in OH

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

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PEPPERTREE PARTNERS, LLC

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