Data / Investment advisers / Michigan / J.V.B. Investment Company
J.V.B. Investment Company, Jackson, MI: $158 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
J.V.B. Investment Company is an SEC registered investment adviser with its main office in Jackson, Michigan and reports $158 million in regulatory assets under management in its Form ADV filed February 12, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch J.V.B. Investment Company (CRD number 3998): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 3998
- SEC file number
- 801-132181
- SEC status
- Approved, effective March 19, 2025
- Legal name
- Jack V. Butterfield Investment Company
- Main office
- 100 S. Jackson, Suite 100, Jackson, MI 49201
- Phone
- (517) 787-2430
- Website
- jvbco.com
- Regulatory AUM
- $157,645,609 in the Form ADV filed February 12, 2026
- Non discretionary AUM
- $157,645,609
- Accounts
- 208
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions, other Item 11 matters
- Latest Form ADV filing
- February 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 190 | $83.4 million |
| High net worth individuals | 18 | $74.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $157.6 million | February 12, 2026 |
| December 1, 2025 | $130.4 million | August 26, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northern Edge Wealth Management | Marquette | $246.9 million | Not listed | adviserinfo.sec.gov |
| Clear Ridge Wealth Management, LLC | Kalamazoo | $244.6 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Wealth Management Group, Inc. | Plymouth | $243.7 million | Not listed | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | adviserinfo.sec.gov |
| Richmond Brothers, Inc. | Jackson | $240.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- J.V.B. Investment Company on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.