CRD: 144259
Jarvis Global Investments LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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