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THE JENTNER CORPORATION

Advisory

N·AKRON, OH

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$575M

1-Year AUM Growth

+10.1%

3-Year CAGR

+2.8%

Employees

5

Assets Under Management

Total AUM$575M

Discretionary AUM$575M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients332

Team

Total Employees5

Investment Advisers10

Employee Growth (1Y)-16.7%

Filing History

Total Filings on Record39

First FilingJan 31, 2001

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 39 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE JENTNER CORPORATION

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.