Jmac Enterprises Llc
- Regulatory AUM
- $722M
- Discretionary
- $719M
- Clients
- 183
- Avg AUM / client
- $3.9M
- Accounts
- 183
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $35.9M | 4.97% |
| High net worth individuals | 91 | $601M | 83.2% |
| Pension and profit sharing plans | 3 | $3.2M | 0.45% |
| Charitable organizations | 3 | $82.0M | 11.3% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Kenneth Whitehead | Managing Principal | Feb 2018 (9y) | ≈ 18.75% – 50% via Sebvivi Enterprises, Inc. | |
| Robert Charles Macaulay | Managing Principal And Chief Compliance Officer | CFP | Mar 2018 (8y) | ≈ 18.75% – 50% via Brick House Advisory, Inc. |
| Morgan Elizabeth Zafonte | Registered representative | CFP | Mar 2021 (5y) | |
| L Connor Robert Macaulay | Registered representative | Jul 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brick House Advisory, Inc. | Managing Member | Mar 2018 | A | 25% – 50% |
| Sebvivi Enterprises, Inc. | Managing Member | Feb 2018 | A | 25% – 50% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Kenneth Whitehead: 75% – 100% of Sebvivi Enterprises, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Robert Charles Macaulay: 75% – 100% of Brick House Advisory, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 05/06/2026 | 1010 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- TradePMR $436M (60% of AUM) May 2026
- Fidelity Brokerage Services $284M (39% 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 06, 2026.
View current Form ADV (SEC/IAPD) ↗