RIA Intel›Advisers›South Carolina›JM TAX & FINANCIAL LLC

JM TAX & FINANCIAL LLC

Advisory

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account

$93K

across 48 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$116K

Discretionary %97.4%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC, TX

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

36 clients

2 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 SC

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

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WAYFINDER WEALTH WARRIORS LLC

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BAKER WEALTH ADVISORS, LLC.

$4M

HILTON HEAD WEALTH ADVISORS, LLC

BLUFFTON, SC

$4M

STRATEGIC INVESTMENT SOLUTIONS, LLC

$5M

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