Data / Investment advisers / Pennsylvania / Jmac Enterprises LLC
Jmac Enterprises LLC, Newtown, PA: $722 million AUM, SEC registered investment adviser
Jmac Enterprises LLC is an SEC registered investment adviser with its main office in Newtown, Pennsylvania and reports $722 million in regulatory assets under management in its Form ADV filed May 6, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 312710
- SEC file number
- 801-120407
- SEC status
- Approved, effective March 2, 2021
- Main office
- 201 South State St Suite 2a, Newtown, PA 18940
- Phone
- (267) 753-7066
- Website
- brickhousestrategicwealth.com
- Regulatory AUM
- $722,428,889 in the Form ADV filed May 6, 2026
- Discretionary AUM
- $719,182,103
- Non discretionary AUM
- $3,246,786
- Accounts
- 183
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 6, 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 | 91 | $601.3 million |
| Charitable organizations | 3 | $82 million |
| Individuals (other than high net worth individuals) | 86 | $35.9 million |
| Pension and profit sharing plans | 3 | $3.2 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 | $722.4 million | March 24, 2026 |
| December 1, 2025 | $918.8 million | September 24, 2025 |
Other advisers in Newtown
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Main Street Financial Solutions, LLC | Newtown | $2.51 billion | Not listed | adviserinfo.sec.gov |
| Miravast Asset Management, LLC | Newtown | $1.36 billion | 3 | adviserinfo.sec.gov |
| Mount Lucas Management LP | Newtown | $1.30 billion | 1 | adviserinfo.sec.gov |
| Insight Advisors, LLC | Newtown | $785.7 million | Not listed | adviserinfo.sec.gov |
| Towercrest Capital Management, LLC | Newtown | $717.6 million | Not listed | adviserinfo.sec.gov |
| Bucks Capital Advisers | Newtown | $670.7 million | Not listed | adviserinfo.sec.gov |
| PW Nova Financial Services LLC | Newtown | $654.3 million | Not listed | adviserinfo.sec.gov |
| Brick & Kyle Associates Inc | Newtown | $491.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newtown, PA
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Jmac Enterprises LLC 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.