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JCO ADVISORS LLC

Advisory

ID

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account
$372K
across 9 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
6
Employees
1

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$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InID, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ID

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

WIND RIVER ADVISORS, L.L.C.
IDAHO FALLS, ID
$3M
-90.7% 1Y
HOCHSTRAT INVESTMENTS LLC
$4M
DELTA FINANCIAL ADVISORY LLC
$4M
INVESTIFI WEALTH MANAGEMENT LLC
$4M
STEWARDSHIP ASSET MANAGEMENT LLC
$3M
SUMMIT CREEK CAPITAL LLC
KETCHUM, ID
$4M
-86.3% 1Y

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