RIA Intel›Advisers›Virginia›JE SPICKARD LLC

JE SPICKARD LLC

Advisory

LYNCHBURG, VA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in VA

#526

of 588 advisers by AUM

Average account

$966K

across 66 accounts

AUM per adviser

$64M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, VA

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

66 clients

14 high-net-worth

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

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

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JASON HOWELL COMPANY

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