Jemma Investment Advisors LLC
● SEC registered since 2022CRD 284198SEC# 801-126937Baltimore, MD
Reg. AUM
$139.8M
Employees
5
Accounts
641
Location
Baltimore, MD
Jemma Investment Advisors LLC assets under management
Jemma Investment Advisors LLC operates as an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2022. It reports $139.8 million in regulatory assets under management and employs 5 people.
Jemma Investment Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Carl Nelson Control | Managing Member/President | Over 75% | 2022 |
| Katharine Wilson Dudley Control | Senior Vice President | Under 5% | 2022 |
| Megan Turner Vichich | Senior Vice President | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Jemma Investment Advisors LLC manage?
Jemma Investment Advisors LLC reports $139.8 million in regulatory assets under management on its Form ADV.
How many employees does Jemma Investment Advisors LLC have?
Jemma Investment Advisors LLC reports 5 employees.
Where is Jemma Investment Advisors LLC located?
Jemma Investment Advisors LLC is based in Baltimore, MD and has been SEC-registered since 2022.
Does Jemma Investment Advisors LLC disclose fund performance?
Jemma Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 810 Gleneagles Court, Suite 109, Baltimore, MD 21286 |
| Phone | (855) 662-2121 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$139.8M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$139.8Mregulatory AUM
Discretionary $108.1MNon-discretionary $31.7M