Overview
Assets Under Management: $174 million
Headquarters: SEWICKLEY, PA
High-Net-Worth Clients: 150
Average Client Assets: $0.6 million
Frequently Asked Questions
JMS CAPITAL GROUP WEALTH SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281325), JMS CAPITAL GROUP WEALTH SERVICES, LLC is subject to fiduciary duty under federal law.
JMS CAPITAL GROUP WEALTH SERVICES, LLC is headquartered in SEWICKLEY, PA.
JMS CAPITAL GROUP WEALTH SERVICES, LLC serves 150 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, JMS CAPITAL GROUP WEALTH SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
JMS CAPITAL GROUP WEALTH SERVICES, LLC manages $174 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, JMS CAPITAL GROUP WEALTH SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.60%
Average Client Assets: $0.6 million
Total Client Accounts: 419
Discretionary Accounts: 413
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 281325
Filing ID: 2079634
Last Filing Date: 2026-03-27 09:27:51