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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Beacon peak
- Established Date
- 04-23-1999
- Office Locations
- 3
Office Locations
About Jackson Thornton Wealth Management, LLC
Jackson Thornton Wealth Management, LLC is an Alabama-based RIA providing one-on-one wealth management and financial planning, including portfolio construction, retirement, tax and estate planning, and charitable strategies. The team serves retail and institutional clients, with implementation across mutual funds, ETFs, fixed income and annuities. Custody is primarily at Schwab and Fidelity/NFS, supported on the Orion platform.
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Owner & Executives
NANCY MAC BROWN
Investment Advisor, VICE PRESIDENT
- CRD
- #6017869
- Ownership
- Less than 5%
JAMES ADAM CAUSEY
Chief Compliance Officer, Principal, VICE PRESIDENT
- CRD
- #6294740
- Ownership
- Less than 5%
Delta signal
Prime vector bridge
- CRD
- #44860
- Ownership
- 7.3%
Showing 2 of 6 owners & executives
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Angela T. Andrews
Advisor
- CRD
- #7724612
KIMBERLY LYNCH MASON
Advisor
- CRD
- #5184590
Pathway harbor
Vertex matrix
- CRD
- #38936
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,991,606,281 | $845,693 |
| Non-Discretionary | $18,012,553 | $1,501,046 |
| Total | $2,009,618,834 | $849,015 |
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Separately Managed Accounts
Total SMA Asset: $2,009,618,834
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,089,683,578 | 15.4% |
| Equity - Exchange | $1,231,200,926 | 17.4% |
| Municipal Bonds | $955,242,098 | 13.5% |
| Cash | $948,166,230 | 13.4% |
| U.S. Government/Agency | $1,577,918,428 | 22.3% |
| Other | $1,273,656,131 | 18.0% |
| Total | $7,075,867,391 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL DELTA GLACIER | UNISON INSIGHT | VCFD408U0 | REMA | 8.93% | $25,839,763 |
| EMBER RADIAL QUANTUM | DELTA VITAL | 4RLNEDP6Q | ZRV | 5.07% | $79,961,426 |
| RIDGE WAVE | FUSION LEGACY | XK32FY6X0 | MWKSJ | 3.72% | $113,901,087 |
| MERIDIAN CREST | PATHWAY ZENITH | ZKV256YFJ | ALRWE | 6.29% | $22,962,995 |
| FUSION ELEMENT | FOUNDATION VALUE | RG09MS1U4 | OFMCZ | 11.95% | $69,242,366 |
| PATHWAY LEGACY EAGLE | MATRIX VERTEX | L711X28SR | XWTLW | 9.86% | $62,206,585 |
| MATRIX MOMENTUM | ALPHA VECTOR | 56SX4QFKA | DRWYR | 12.42% | $12,069,083 |
| VERTEX PIONEER OAK | SUMMIT FOUNDATION | ZQZHKI0UG | CBAL | 2.63% | $77,197,103 |