$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
- --
- 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
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 |