PPrivate Fund Data Log in Join · $37/mo

Jacobson & Schmitt Advisors, LLC

● SEC registered since 2006CRD 140431SEC# 801-66735Middleton, WI
Export (members)
Reg. AUM
$590M
Employees
15
Accounts
1,149
Location
Middleton, WI

Jacobson & Schmitt Advisors, LLC assets under management

Jacobson & Schmitt Advisors, LLC is a registered investment adviser overseen by the SEC based in Middleton, WI. The firm has been registered since 2006. It reports $590 million in regulatory assets under management and employs 15 people.
www.jandsadvisors.comView on SEC.gov ↗

Jacobson & Schmitt Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Adam Christopher Sweet ControlPartner And Senior Portfolio Manager10-25%2019
Jason Nordeen Schmitt ControlMember, Chief Compliance Officer And Lead Advisor50-75%2006
Richard Jay Vanden Boogard ControlMember, Lead Advisor10-25%2014

Frequently asked questions

How much does Jacobson & Schmitt Advisors, LLC manage?

Jacobson & Schmitt Advisors, LLC reports $590 million in regulatory assets under management on its Form ADV.

How many employees does Jacobson & Schmitt Advisors, LLC have?

Jacobson & Schmitt Advisors, LLC reports 15 employees.

Where is Jacobson & Schmitt Advisors, LLC located?

Jacobson & Schmitt Advisors, LLC is based in Middleton, WI and has been SEC-registered since 2006.

Does Jacobson & Schmitt Advisors, LLC disclose fund performance?

Jacobson & Schmitt Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8333 Greenway Blvd, Suite 330, Middleton, WI 53562
Phone(608) 662-7500
Fax(608) 662-7518
Office hours8:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1632096
Discloses disciplinary historyNo

Assets under management

Discretionary$590M
Non-discretionary$0
Total (RAUM)$590M