RIA IntelAdvisersVirginiaJASON HOWELL COMPANY

JASON HOWELL COMPANY

Advisory

VA

Data as of Apr 9, 2026 · Source: SEC Form ADV

Rank in VA
#522
of 588 advisers by AUM
Average account
$281K
across 230 accounts
AUM per adviser
$32M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM
$65M
Discretionary %
100%
Clients
107
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients107
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InDC, MD, NY, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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+24.6% 1Y
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