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J.d.t. Inc

● SEC registered since 2022CRD 146357SEC# 801-122790Lexington, KY
Export (members)
Reg. AUM
$158.7M
Employees
5
Accounts
668
Location
Lexington, KY

J.d.t. Inc assets under management

J.d.t. Inc is an investment advisory firm registered with the SEC based in Lexington, KY. The firm has been registered since 2022. It reports $158.7 million in regulatory assets under management and employs 5 people.

J.d.t. Inc owners & executives

1 reported
NameTitleOwnershipSince
John D Thompson ControlPresident & CcoOver 75%1998

Frequently asked questions

How much does J.d.t. Inc manage?

J.d.t. Inc reports $158.7 million in regulatory assets under management on its Form ADV.

How many employees does J.d.t. Inc have?

J.d.t. Inc reports 5 employees.

Where is J.d.t. Inc located?

J.d.t. Inc is based in Lexington, KY and has been SEC-registered since 2022.

Does J.d.t. Inc disclose fund performance?

J.d.t. Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503
Phone859-268-9200
Fax859-514-0370
Office hours9-4
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$158.7M▲ 27%
Jan '25 — $125.5MFeb '25 — $125.5MMar '25 — $125.5MApr '25 — $125.5MMay '25 — $125.5MJun '25 — $125.5MJul '25 — $125.5MAug '25 — $125.5MSep '25 — $125.5MOct '25 — $125.5MNov '25 — $125.5MDec '25 — $125.5MJan '26 — $125.5MFeb '26 — $158.7MMar '26 — $158.7MApr '26 — $158.7MMay '26 — $158.7MJun '26 — $158.7M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$158.7Mregulatory AUM
Discretionary $151.9MNon-discretionary $6.9M