J.d.t. Inc
● SEC registered since 2022CRD 146357SEC# 801-122790Lexington, KY
Reg. AUM
$164.6M
Employees
5
Accounts
699
Location
Lexington, KY
About J.d.t.
Invest, Inc. (J.D.T. Inc.) offers financial, tax, retirement, and stock option planning for professionals, families, and businesses. It offers fee-only advisory available hourly or on a quarterly management-fee basis so clients control the scope and cost of services.
Summary based on the firm’s website.
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 $164.6 million in regulatory assets under management and employs 5 people.
J.d.t. Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John D Thompson Control | President & Cco | Over 75% | 1998 |
Frequently asked questions
How much does J.d.t. Inc manage?
J.d.t. Inc reports $164.6 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
| Address | 444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503 |
| Phone | 859-268-9200 |
| Fax | 859-514-0370 |
| Office hours | 9-4 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$164.6M▲ 31%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$164.6Mregulatory AUM
Discretionary $164.6M