Jasmijn Capital Management, Llc
- Regulatory AUM
- $71.0M
- Discretionary
- $71.0M
- Clients
- 249
- Avg AUM / client
- $285K
- Accounts
- 249
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 249 | $71.0M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Alan Melling | Managing Member/Chief Compliance Officer | Apr 2015 (11y) | 50% – 75% | |
| Jordan Vaun Schwartz | Senior Vp | Jan 2020 (7y) | 50% – 75% |
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) | 03/12/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: VIOLATION OF SECTION 11-401 OF THE ACT BY CONDUCTING ADVISORY BUSINESS IN MD PRIOR TO FILING A NOTICE WITH THE DIVISION AND PROVIDED FINANCIAL PLANNING SERVICES TO CLIENTS PRIOR TO BEING REGISTERED AS AN IAR IN MD. Status: Final Sanction Detail: $500 FINE PAID ON DECEMBER 27, 2006. Summary: DUE TO CLERICAL ERROR, A NOTICE FILING WAS NOT SUBMITTED TIMELY TO THE STATE OF MARYLAND FOR AN IAR OF PBS. PBS ACCEPTED THE CONSENT ORDER AND PAID A $500 FINE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- E*TRADE (Morgan Stanley) $101M (100% of AUM) Jan 2022
- Axos Clearing $68.1M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗