Jackson Thornton Wealth Management, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 988
- Avg AUM / client
- $2.0M
- Accounts
- 2,367
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 588 | $199M | 9.89% |
| High net worth individuals | 355 | $1.6B | 81.8% |
| Pension and profit sharing plans | 6 | $20.5M | 1.02% |
| Charitable organizations | 4 | $37.9M | 1.89% |
| Corporations and other businesses | 35 | $109M | 5.43% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bedsole, Thomas, Bruce | Vice President | Jan 2007 (20y) | Less than 5% | |
| Nancy Mac Brown | Vice President | Jan 2012 (15y) | Less than 5% | |
| James Adam Causey | Vice President & Chief Compliance Officer | CFP Personal Financial Specialist | Feb 2014 (12y) | Less than 5% |
| Clarence Crenshaw Pritchett | President | Aug 2015 (11y) | Less than 5% | |
| Allison Hartzog Guice | Vice President | CFP Personal Financial Specialist | Jul 2019 (7y) | Less than 5% |
| Daniel Kyle Tew | Vice President | CFP Personal Financial Specialist | Aug 2020 (6y) | Less than 5% |
| Justin Kristian Clark | Vice President | May 2022 (4y) | Less than 5% | |
| Kimberly Lynch Mason | Registered representative | Jul 2006 (20y) | ||
| Luther Jerrell Mitchell | Registered representative | Nov 2006 (20y) | ||
| Crystal Michelle Smith | Registered representative | Oct 2018 (8y) | ||
| Angela T. Andrews | Registered representative | Apr 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jackson Thornton & Co., Pc | Member | Apr 1999 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (84% of AUM) May 2026
- Fidelity Brokerage Services $247M (12% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗