Jacobson & Schmitt Advisors, LLC
● SEC registered since 2006CRD 140431SEC# 801-66735Middleton, WI
Reg. AUM
$676.4M
Employees
15
Accounts
1,292
Location
Middleton, WI
Jacobson & Schmitt Advisors, LLC assets under management
Jacobson & Schmitt Advisors, LLC is a registered investment adviser overseen by the SEC based in Middleton, WI. The firm has been registered since 2006. It reports $676.4 million in regulatory assets under management and employs 15 people.
Jacobson & Schmitt Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Christopher Sweet Control | Partner And Senior Portfolio Manager | 10-25% | 2019 |
| Jason Nordeen Schmitt Control | Member, Chief Compliance Officer And Lead Advisor | 50-75% | 2006 |
| Richard Jay Vanden Boogard Control | Member, Lead Advisor | 10-25% | 2014 |
Frequently asked questions
How much does Jacobson & Schmitt Advisors, LLC manage?
Jacobson & Schmitt Advisors, LLC reports $676.4 million in regulatory assets under management on its Form ADV.
How many employees does Jacobson & Schmitt Advisors, LLC have?
Jacobson & Schmitt Advisors, LLC reports 15 employees.
Where is Jacobson & Schmitt Advisors, LLC located?
Jacobson & Schmitt Advisors, LLC is based in Middleton, WI and has been SEC-registered since 2006.
Does Jacobson & Schmitt Advisors, LLC disclose fund performance?
Jacobson & Schmitt Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8333 Greenway Blvd, Suite 330, Middleton, WI 53562 |
| Phone | (608) 662-7500 |
| Fax | (608) 662-7518 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1632096 |
| Discloses disciplinary history | No |
Regulatory AUM
$676.4M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$676.4Mregulatory AUM
Discretionary $676.4M