RIA Intel›Advisers›Georgia›JORDAN CAPITAL AM, LLC

JORDAN CAPITAL AM, LLC

Advisory

ATLANTA, GA

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

Average account

$4M

across 8 accounts

AUM per adviser

$11M

3 advisers

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

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

8 clients

7 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 GA

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

DELON, GERALD LAWRENCE

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LANGLEY WEALTH MANAGEMENT LLC

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SAFEWATER INVESTMENT MANAGEMENT LLC

$31M

SAUNDERS INVESTMENT MANAGEMENT, LLC

$33M

HIGHLANDER PARTNERS, LLC

$31M

ROSENBERG FINANCIAL GROUP, INC.

WARNER ROBINS, GA

$31M

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