RIA Intel›Advisers›Ohio›JGR FINANCIAL SOLUTIONS, LLC

JGR FINANCIAL SOLUTIONS, LLC

Advisory

OH

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

Rank in OH

#651

of 748 advisers by AUM

Average account

$304K

across 258 accounts

AUM per adviser

$78M

1 advisers

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

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$78M

Discretionary AUM$77M

Non-Discretionary AUM$1M

Discretionary %98.4%

Total Clients93

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

93 clients

22 high-net-worth

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

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Advisers of similar size in OH

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

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$78M

THE CARROLL FINANCIAL GROUP, INC.

$77M

BRANTLEY CAPITAL MANAGEMENT, LLC

$80M

COYNE CAPITAL MANAGEMENT, LLC

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