J
$10.2M Total AUM
$10.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
19 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-19-2007
- Office Locations
- 1
Office Locations
-- Athens GA
About Joseph Jekyll Advisers LLC
Joseph Jekyll Advisers LLC is a Athens-based RIA. The firm has been operating for 19 years. Managing $10.2M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
-- AVG AGE
$10.2M AVG AUM / ADVISOR
$852.4K AVG AUM / CLIENT
19.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
THOMAS HART WILKINS
Owner
- CRD
- #5233895
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,229,232 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,229,232 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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