Data / Investment advisers / Ohio / Jericho Financial
Jericho Financial, Westerville, OH: $220 million AUM, SEC registered investment adviser
Jericho Financial is an SEC registered investment adviser with its main office in Westerville, Ohio and reports $220 million in regulatory assets under management in its Form ADV filed February 26, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 288801
- SEC file number
- 801-120540
- SEC status
- Approved, effective March 17, 2021
- Legal name
- Jericho Financial, LLP
- Main office
- 38-A Commerce Park Drive, Westerville, OH 43082
- Phone
- (614) 948-0039
- Regulatory AUM
- $220,020,009 in the Form ADV filed February 26, 2026
- Discretionary AUM
- $220,020,009
- Accounts
- 979
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Partnership
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 26, 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) | 361 | $117.3 million |
| High net worth individuals | 29 | $80.7 million |
| Pension and profit sharing plans | 6 | $22.1 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 | $220 million | February 26, 2026 |
| December 1, 2025 | $191.5 million | October 17, 2025 |
Other advisers in Westerville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealthbridge Capital Management, LLC | Westerville | $709.7 million | Not listed | adviserinfo.sec.gov |
| Yarger Wealth Strategies, LLC | Westerville | $529.7 million | Not listed | adviserinfo.sec.gov |
| Swisher Financial Concepts, Inc. | Westerville | $317 million | Not listed | adviserinfo.sec.gov |
| Polaris Financial Partners, LLC | Westerville | $226 million | Not listed | adviserinfo.sec.gov |
| Retirement Plans, Inc. | Westerville | $224.9 million | Not listed | adviserinfo.sec.gov |
| Shaffer Capital | Westerville | $211.1 million | Not listed | adviserinfo.sec.gov |
| Harding Financial Group | Westerville | $160.2 million | Not listed | adviserinfo.sec.gov |
| FC Wealth Solutions LLC | Westerville | $101 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Westerville, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Jericho Financial on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.