RIA Intel›Advisers›Missouri›JEFFERSON CAPITAL, INC.

JEFFERSON CAPITAL, INC.

Advisory

MO

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

Average account

$335K

across 32 accounts

AUM per adviser

$11M

1 advisers

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

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMO

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

22 clients

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

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Advisers of similar size in MO

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

WULF BATES & MURPHY INC

$11M

IN THE GAME WEALTH MANAGEMENT LLC

NORTH KANSAS CITY, MO

$11M

WILLIAMS C R INC

$11M

EQUITY MANAGEMENT, INC.

$10M

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

SPRINGFIELD, MO

$11M

NIDHI CAPITAL, LLC

$10M

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