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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-02-2007
- Office Locations
- 1
Office Locations
About Jarvis Global Investments LLC
Jarvis Global Investments is a family-owned RIA in Symmes Township, Ohio, led by CIO Arthur Jarvis and portfolio manager Austin Jarvis. The firm builds client-specific portfolios using mutual funds and ETFs and provides asset management plus planning support such as tax, estate, college, insurance and business-succession guidance, with a fiduciary-first approach. Custody is primarily at Charles Schwab, and the team shares market perspectives via a firm podcast.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 708 clients, or 236 clients per representative. That equates to $89.3K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ARTHUR ROYCE JARVIS
President
- CRD
- #1977029
- Ownership
- 75% or more
KATELYN ADELAIDE GOEPFERICH
Chief Compliance Officer
- CRD
- #7039281
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,248,748 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,248,748 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Jarvis Global Investments LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.