The Jentner Corporation
CRD 105248SEC# 801-23465Akron, OH
No longer SEC-registered. The Jentner Corporation appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$575.1M
Employees
10
Accounts
996
Location
Akron, OH
The Jentner Corporation assets under management
The Jentner Corporation is an SEC-registered investment adviser based in Akron, OH. It reports $575.1 million in regulatory assets under management and employs 10 people.
The Jentner Corporation owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Alan Jentner Control | President | Under 5% | 1984 |
| Daniel Bloom Family Trust Control | Owner | 25-50% | 2017 |
| Daniel Joseph Bloom Control | Vice President, Chief Administrative Officer And Secretary, Trustee Of The Daniel Bloom Family Trust | 25-50% | 2018 |
| Matthew Ryan Jentner Control | Vice President, Chief Financial Officer And Treasurer, Trustee Of The Matthew R. Jentner Living Trust | 25-50% | 2018 |
| Seth Michael Jentner Control | Vice President, Chief Operating Officer And Chief Compliance Officer, Trustee Of The Seth M. Jentner Living Trust | 25-50% | 2018 |
| The Matthew R. Jentner Living Trust Control | Owner | 25-50% | 2016 |
| The Seth M. Jentner Living Trust Control | Owner | 25-50% | 2014 |
| Daniel Joseph Bloom Control | Trustee | — | 2017 |
| Matthew Ryan Jentner Control | Trustee | — | 2016 |
| Seth Michael Jentner Control | Trustee | — | 2014 |
Frequently asked questions
How much does The Jentner Corporation manage?
The Jentner Corporation reports $575.1 million in regulatory assets under management on its Form ADV.
How many employees does The Jentner Corporation have?
The Jentner Corporation reports 10 employees.
Where is The Jentner Corporation located?
The Jentner Corporation is based in Akron, OH.
Does The Jentner Corporation disclose fund performance?
The Jentner Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3677 Embassy Parkway, Akron, OH 44333 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$575.1MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,306 advisers
EmployeesTop 40%
More than 60% of 16,824 advisers
Assets under management
$575.1Mregulatory AUM
Discretionary $575.1M