$1.1B Total AUM
$997.1M Disc. AUM
23.7% 3Y CAGR
5 Employees
534 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 01-14-2000
- Office Locations
- 1
Office Locations
12630 Crabapple Road Suite 300 Milton GA
About Jamison Private Wealth Management, Inc.
Jamison Private Wealth Management is a fee-only, fiduciary advisory firm providing investment management alongside financial and tax-focused planning. The team is led by CFP professionals, including CPAs, and emphasizes continuity with the same advisors over time. Portfolios are managed in-house and are predominantly ETF-based, complemented by U.S. government/agency bonds and cash; Schwab is a primary custodian.
Team overview
-- AVG AGE
$263.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
15.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Legacy Quantum frontier Summit Fusion
Investment Themes
Wave insight Crest
Investment Vehicles
Peak Eagle meridian
Services
Focus Signal Eagle vector Element Crest eagle Catalyst Momentum crest Unison summit Peak
Technology
Prime pathway
Owner & Executives
R
ROBERT PEYTON JAMISON JR
President
- CRD
- #4911745
- Ownership
- 75% or more
(290) 777-5440
summit.horizon@horizoncapital.com
in linkedin.com/in/element-catalyst
R
ROBERT PEYTON JAMISON
Principal
- CRD
- #4371603
- Ownership
- Less than 5%
(652) 412-9025
ember.alpha@quantumcapital.com
in linkedin.com/in/timber-fusion
M
Meridian crest
Matrix pioneer
- CRD
- #54139
- Ownership
- 3.6%
(577) 685-2174
fusion.crest@optimacapital.com
in linkedin.com/in/oak-pioneer
Showing 2 of 3 owners & executives
Unlock allContacts
Jack Miller
Wealth Advisor
- CRD
- #7164873
(762) 601-2444
optima.momentum@horizoncapital.com
in linkedin.com/in/ridge-eagle
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $997,101,647 | $751,395 |
| Non-Discretionary | $55,472,234 | $1,789,427 |
| Total | $1,052,573,881 | $775,091 |
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Separately Managed Accounts
Total SMA Asset: $1,052,386,527
Equity - Exchange:
16.5% U.S. Government/Agency:
68.9% Cash:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,395,145,109 | 16.5% |
| U.S. Government/Agency | $5,825,787,759 | 68.9% |
| Cash | $1,234,492,036 | 14.6% |
| Total | $8,455,424,904 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH VITAL | MERIDIAN CREST | 5O3DA5O6S | PRZC | 2.52% | $37,947,187 |
| OPTIMA RADIAL OPTIMA | SUMMIT BEACON | FC28SWTGO | GRHY | 3.13% | $45,635,547 |
| PATHWAY MOMENTUM | VERTEX MATRIX | F6U9MGZ74 | NLRI | 11.63% | $110,715,036 |
| FOUNDATION GLACIER | FRONTIER CATALYST | 7JLFIA4OJ | LDA | 3.27% | $78,657,130 |
| NORTH EMBER FOCUS | TIMBER VERTEX | TCDJWEGXR | MKB | 4.89% | $84,809,410 |
| PEAK EMBER | CAPITAL DELTA | O0R1FZWHU | JSLKM | 10.70% | $9,662,970 |
| PATHWAY UNISON MERIDIAN | BRIDGE CREST | J16NQ1H26 | UPNOD | 11.38% | $7,111,851 |
| DELTA PATHWAY SUMMIT | PEAK BRIDGE | BGUH0A3TB | GLWLV | 4.01% | $84,326,858 |