RIA Intel›Advisers›Utah›JD INVESTMENT MANAGEMENT, LLC

JD INVESTMENT MANAGEMENT, LLC

Advisory

COTTONWOOD HEIGHTS, UT

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$1M

across 26 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT

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

12 clients

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

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Advisers of similar size in UT

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

SUMMIT RIDGE ADVISORS, LLC

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BLACK BRIDGE ADVISORS, LLC

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$29M

SALT LAKE CITY, UT

$29M

NUWEALTH ADVISORS, LLC

$32M

GYGI CAPITAL MANAGEMENT

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$32M

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