Jms Capital Group Wealth Services, LLC
● SEC registered since 2015CRD 281325SEC# 801-106661Sewickley, PA
Reg. AUM
$174M
Employees
4
Accounts
419
Location
Sewickley, PA
Jms Capital Group Wealth Services, LLC assets under management
Jms Capital Group Wealth Services, LLC is an investment advisory firm registered with the SEC based in Sewickley, PA. The firm has been registered since 2015. It reports $174 million in regulatory assets under management and employs 4 people.
Jms Capital Group Wealth Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jms Capital Group, LLC Control | Owner / Holding Company | Over 75% | 2015 |
| John Martin Schneider Control | President/Ceo | Under 5% | 2015 |
| Melissa Tsaggaris Corso Control | Chief Compliance Officer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Jms Capital Group Wealth Services, LLC manage?
Jms Capital Group Wealth Services, LLC reports $174 million in regulatory assets under management on its Form ADV.
How many employees does Jms Capital Group Wealth Services, LLC have?
Jms Capital Group Wealth Services, LLC reports 4 employees.
Where is Jms Capital Group Wealth Services, LLC located?
Jms Capital Group Wealth Services, LLC is based in Sewickley, PA and has been SEC-registered since 2015.
Does Jms Capital Group Wealth Services, LLC disclose fund performance?
Jms Capital Group Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 417 Thorn Street, Suite 300, Sewickley, PA 15143 |
| Phone | 412-415-1177 |
| Fax | 412-843-0258 |
| Office hours | 8:30-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$174Mregulatory AUM
Discretionary $135.6MNon-discretionary $38.4M