J
CRD: 309992
Jmjrg, Inc. DBA Strategic Wealth Management Group
Corpus Christi, TX, 78412
3618814972
$13.8M Total AUM
$13.8M Disc. AUM
-- 3Y CAGR
2 Employees
112 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 2
Office Locations
4466 S. Staples St. Suite 700 Corpus Christi TX
4639 Corona 26 Corpus Christi TX
About Jmjrg, Inc. DBA Strategic Wealth Management Group
Jmjrg, Inc. DBA Strategic Wealth Management Group is a Corpus Christi-based RIA with 2 offices. The firm has been operating for 7 years. Managing $13.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$6.9M AVG AUM / ADVISOR
$123.1K AVG AUM / CLIENT
4.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Summit momentum Eagle value
Investment Themes
Foundation Beacon Radial fusion Timber vertex
Investment Vehicles
Ridge pioneer
Services
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Owner & Executives
R
RUSSELL THOMAS MCNORTON
--
- CRD
- --
- Ownership
- 75% or more
(737) 405-2487
prime.crest@fusioncapital.com
in linkedin.com/in/alpha-radial
N
NATHAN MICHAEL HARDIN
Chief Compliance Officer, Director, Managing Partner
- CRD
- #6431173
- Ownership
- Less than 5%
(393) 441-7103
delta.ridge@embercapital.com
in linkedin.com/in/timber-pioneer
Showing 2 of 2 owners & executives
Unlock allContacts
JOHN ALLEN SEAMAN
--
- CRD
- #857600
(637) 703-5846
ember.unison@wavecapital.com
in linkedin.com/in/prime-value
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,790,323 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,790,323 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,790,323
Public Funds:
42.6% Cash:
20.2% Equity - Exchange:
37.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,735,960,292 | 42.6% |
| Cash | $1,297,333,284 | 20.2% |
| Equity - Exchange | $2,389,148,424 | 37.2% |
| Total | $6,422,442,000 | 100.0% |