RIA Intel›Advisers›Florida›JLM ADVISORS LLC

JLM ADVISORS LLC

Advisory

FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL

#2,437

of 2,610 advisers by AUM

Average account

$97K

across 25 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$400K

Discretionary %83.5%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

25 clients

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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$2M

BRICE FINANCIAL ADVISORS INC

$2M

ZUCKERMAN MANAGEMENT ASSOCIATES, INC.

MIAMI BEACH, FL

$2M

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