RIA Intel›Advisers›Georgia›JOSEPH JEKYLL ADVISERS LLC

JOSEPH JEKYLL ADVISERS LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$487K

across 21 accounts

AUM per adviser

$10M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$10M

Discretionary %

100%

Clients

11

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

11 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

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

MONTGOMERY ASSET MANAGEMENT, LLC

MCDONOUGH, GA

$10M

-83.4% 1Y

YONGCHANG COMPANY INC

DULUTH, GA

$10M

ARCH FINANCIAL PLANNING, LLC

$10M

ABG FINANCIAL SERVICES, INC.

ATLANTA, GA

$10M

STEELE ADVISORY LLC

ATLANTA, GA

$11M

CAPSTONE GLOBAL ADVISORS, LLC

$10M

Get the full picture on JOSEPH JEKYLL ADVISERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JOSEPH JEKYLL ADVISERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans