Data / Investment advisers / Florida / J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc., Tampa, FL: $8.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
J. W. Cole Advisors, Inc. is an SEC registered investment adviser with its main office in Tampa, Florida and reports $8.2 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch J. W. Cole Advisors, Inc. (CRD number 112294): 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
- 112294
- SEC file number
- 801-60722
- SEC status
- Approved, effective November 23, 2001
- Legal name
- Jonathan Roberts Advisory Group, Inc.
- Main office
- 4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
- Phone
- (813) 935-6776
- Website
- jw-cole.com
- Regulatory AUM
- $8,247,916,891 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $6,740,299,532
- Non discretionary AUM
- $1,507,617,359
- Accounts
- 31,247
- Employees
- 550, of which 468 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 278
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- March 31, 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) | 29,606 | $5.15 billion |
| High net worth individuals | 1,261 | $2.75 billion |
| Corporations or other businesses | 327 | $231.5 million |
| Charitable organizations | 46 | $116.8 million |
| Pension and profit sharing plans | 7 | $6.9 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 |
|---|---|---|
| April 1, 2026 | $8.25 billion | March 31, 2026 |
| December 1, 2025 | $7.20 billion | June 30, 2025 |
Other advisers in Tampa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Baldwin Group Wealth Advisors, LLC | Tampa | $27.28 billion | Not listed | adviserinfo.sec.gov |
| Deep Blue Investment Advisors | Tampa | $18.16 billion | Not listed | adviserinfo.sec.gov |
| Independent Financial Partners | Tampa | $16.29 billion | Not listed | adviserinfo.sec.gov |
| Concurrent Investment Advisors, LLC | Tampa | $15.73 billion | Not listed | adviserinfo.sec.gov |
| Kopernik Global Investors, LLC | Tampa | $10.18 billion | 3 | adviserinfo.sec.gov |
| Third Lake Partners, LLC | Tampa | $5.97 billion | 46 | adviserinfo.sec.gov |
| Doubleline Alternatives LP | Tampa | $3.47 billion | Not listed | adviserinfo.sec.gov |
| Concurrent Asset Management, LLC | Tampa | $2.49 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tampa, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- J. W. Cole Advisors, Inc. 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.