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Jericho Financial, LLP

● SEC registered since 2021CRD 288801SEC# 801-120540Westerville, OH
Export (members)
Reg. AUM
$220M
Employees
3
Accounts
979
Location
Westerville, OH

Jericho Financial, LLP assets under management

Jericho Financial, LLP is an investment advisory firm registered with the SEC based in Westerville, OH. The firm has been registered since 2021. It reports $220 million in regulatory assets under management and employs 3 people.

Jericho Financial, LLP owners & executives

2 reported
NameTitleOwnershipSince
Mark Charles Faubel ControlGeneral Partner, Member50-75%2017
Ryan Charles Bosler ControlGeneral Partner, Managing Member & Chief Compliance Officer50-75%2017

Frequently asked questions

How much does Jericho Financial, LLP manage?

Jericho Financial, LLP reports $220 million in regulatory assets under management on its Form ADV.

How many employees does Jericho Financial, LLP have?

Jericho Financial, LLP reports 3 employees.

Where is Jericho Financial, LLP located?

Jericho Financial, LLP is based in Westerville, OH and has been SEC-registered since 2021.

Does Jericho Financial, LLP disclose fund performance?

Jericho Financial, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address38-A Commerce Park Drive, Westerville, OH 43082
Phone(614) 948-0039
FaxN/A
Office hours8:30 a.m.-5:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$220M▲ 15%
Mar '25 — $191.5MApr '25 — $191.5MMay '25 — $191.5MJun '25 — $191.5MJul '25 — $191.5MAug '25 — $191.5MSep '25 — $191.5MOct '25 — $191.5MNov '25 — $191.5MDec '25 — $191.5MJan '26 — $191.5MFeb '26 — $220MMar '26 — $220MApr '26 — $220MMay '26 — $220MJun '26 — $220M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$220Mregulatory AUM
Discretionary $220M