RIA Intel›Advisers›Florida›JW THOMPSON INVESTMENTS LLC

JW THOMPSON INVESTMENTS LLC

Advisory

FL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in FL

#1,837

of 2,610 advisers by AUM

Average account

$160K

across 190 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$23M

Non-Discretionary AUM$7M

Discretionary %77%

Total Clients190

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA, NY, RI

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

190 clients

38 high-net-worth

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

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