RIA Intel›Advisers›South Carolina›JBJ INVESTMENT PARTNERS, LLC

JBJ INVESTMENT PARTNERS, LLC

Advisory

N·CHARLESTON, SC

Data as of May 17, 2021 · Source: SEC Form ADV

Total AUM

$646M

1-Year AUM Growth

+9.6%

3-Year CAGR

+8.0%

Employees

2

Assets Under Management

Total AUM$646M

Discretionary AUM$603M

Non-Discretionary AUM$43M

Discretionary %93.3%

Total Clients—

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingMay 24, 2013

Latest FilingMay 17, 2021

🔒 Full AUM trend chart and 23 historical filings spanning 8+ 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 JBJ INVESTMENT PARTNERS, LLC

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