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Jvl Associates, LLC

● SEC registered since 2002CRD 124018SEC# 801-61660Wyoming, MI
Export (members)
Reg. AUM
$784.4M
Employees
8
Accounts
974
Location
Wyoming, MI

Jvl Associates, LLC assets under management

Jvl Associates, LLC operates as an SEC-registered investment adviser based in Wyoming, MI. The firm has been registered since 2002. It reports $784.4 million in regulatory assets under management and employs 8 people.

Jvl Associates, LLC owners & executives

5 reported
NameTitleOwnershipSince
Chad Nathan Soukup ControlChief Compliance Officer10-25%2022
Chad Nathan Soukup ControlPartner10-25%2021
Gerald Ray Vanderlugt ControlPartner50-75%2002
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Frequently asked questions

How much does Jvl Associates, LLC manage?

Jvl Associates, LLC reports $784.4 million in regulatory assets under management on its Form ADV.

How many employees does Jvl Associates, LLC have?

Jvl Associates, LLC reports 8 employees.

Where is Jvl Associates, LLC located?

Jvl Associates, LLC is based in Wyoming, MI and has been SEC-registered since 2002.

Does Jvl Associates, LLC disclose fund performance?

Jvl Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1657 Gezon Parkway SW Suite C, Wyoming, MI 49519
Phone616-261-2800
Fax616-261-2866
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1915765
Discloses disciplinary historyNo

Regulatory AUM

$784.4M▲ 17%
Mar '25 — $672.5MApr '25 — $672.5MMay '25 — $672.5MJun '25 — $672.5MJul '25 — $672.5MAug '25 — $672.5MSep '25 — $672.5MOct '25 — $672.5MNov '25 — $672.5MDec '25 — $672.5MJan '26 — $672.5MFeb '26 — $672.5MMar '26 — $784.4MApr '26 — $784.4MMay '26 — $784.4MJun '26 — $784.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$784.4Mregulatory AUM
Discretionary $757.8MNon-discretionary $26.6M