$173.8M Total AUM
$173.8M Disc. AUM
7.1% 3Y CAGR
6 Employees
139 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Timber delta
- Established Date
- 06-03-2014
- Office Locations
- 1
Office Locations
6200 Savoy Dr. #300 Houston TX
About Jaykay Wealth Advisors, Inc.
JAYKAY Wealth Advisors is a Houston-based RIA serving successful business owners, high-net-worth families, and high-income professionals with personalized wealth planning and disciplined investment management. Their process centers on discovery, tailored solutions, and ongoing execution/monitoring to align resources with client goals across retirement and broader wealth strategy. Custody relationships include Schwab and LPL.
Team overview
62 AVG AGE
$57.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Oak vital Frontier prime
Client Personas
Momentum radial Zenith
Custodian
North Matrix Harbor quantum
Investment Themes
Fusion Summit signal Catalyst timber
Investment Vehicles
Ember Unison
Services
Bridge Vital Insight zenith Matrix Crest Glacier Beacon Oak peak Insight eagle Oak
Technology
Harbor
Owner & Executives
JAYANTH RAO KABAD
Chief Compliance Officer, President
- CRD
- #1023557
- Ownership
- 25% but less than 50%
(905) 799-4184
ridge.ridge@wavecapital.com
in linkedin.com/in/fusion-horizon
Showing 1 of 1 owners & executives
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D
DANIEL JOSEPH DUCKETT
--
- CRD
- #6159757
(483) 778-3112
horizon.delta@elementcapital.com
in linkedin.com/in/vector-timber
A
ANASUYA KABAD MEYER
--
- CRD
- #5958719
(378) 601-1922
horizon.peak@atlascapital.com
in linkedin.com/in/insight-ember
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,758,937 | $490,844 |
| Non-Discretionary | $0 | -- |
| Total | $173,758,937 | $490,844 |
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Separately Managed Accounts
Total SMA Asset: $173,758,937
Public Funds:
26.6% Equity - Exchange:
16.5% Cash:
56.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,549,099,384 | 26.6% |
| Equity - Exchange | $960,907,513 | 16.5% |
| Cash | $3,313,674,999 | 56.9% |
| Total | $5,823,681,896 | 100.0% |