Data / Investment advisers / Wisconsin / Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors, LLC, Middleton, WI: $676 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jacobson & Schmitt Advisors, LLC is an SEC registered investment adviser with its main office in Middleton, Wisconsin and reports $676 million in regulatory assets under management in its Form ADV filed August 5, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Jacobson & Schmitt Advisors, LLC (CRD number 140431): 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
- 140431
- SEC file number
- 801-66735
- SEC status
- Approved, effective May 25, 2006
- Main office
- 8333 Greenway Blvd Suite 330, Middleton, WI 53562
- Phone
- (608) 662-7500
- Website
- jandsadvisors.com
- Regulatory AUM
- $676,435,703 in the Form ADV filed August 5, 2026
- Discretionary AUM
- $676,435,703
- Accounts
- 1,292
- Employees
- 15, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 5, 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 |
|---|---|---|
| High net worth individuals | 138 | $454.9 million |
| Individuals (other than high net worth individuals) | 299 | $141.5 million |
| Charitable organizations | 17 | $68 million |
| Corporations or other businesses | 8 | $7.8 million |
| Pension and profit sharing plans | Fewer than 5 | $4.2 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 |
|---|---|---|
| April 1, 2026 | $676.4 million | March 6, 2026 |
| December 1, 2025 | $590 million | October 3, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Baird Capital Management Company, LLC | Milwaukee | $737.9 million | 11 | adviserinfo.sec.gov |
| Alpha Investment Consulting Group, LLC | Milwaukee | $713.6 million | Not listed | adviserinfo.sec.gov |
| Broadview Financial Management, LLC | Wauwatosa | $699.2 million | Not listed | adviserinfo.sec.gov |
| Marietta Investment Partners, LLC | Milwaukee | $683.7 million | Not listed | adviserinfo.sec.gov |
| Leverty Financial Group, LLC | Hudson | $676.8 million | Not listed | adviserinfo.sec.gov |
| Riverwater Partners LLC | Milwaukee | $660.9 million | Not listed | adviserinfo.sec.gov |
| BKM Wealth Management | Brookfield | $651.8 million | Not listed | adviserinfo.sec.gov |
| Midwest Professional Planners, LTD. | Wausau | $649.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Jacobson & Schmitt Advisors, LLC 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.