SourcingSourcing

JACKSON, GRANT INVESTMENT ADVISERS, INC.

C44
CRD 108156·SEC 801-56267·STAMFORD, CT
AUM
$577.7M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JACKSON, GRANT INVESTMENT ADVISERS, INC.
CRD
108156
SEC file #
801-56267
EIN
900891495
DBA names
—

Economics

AUM
$577.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$307.2M → $577.7M▲ +88%
Client mix
Individuals High Net Worth86
Individuals Other8

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/02/2026
ADV-W filed at
—
Website
jacksongrant.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JASON, J, JULIE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
JASON, J, JULIE
CARROLL, ROBERT, T
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001650300
Edgar Registered
Yes
Edgar Filing Count
45
Edgar First Filing Date
2016-08-04
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
43
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001104659-26-057733

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
2 HIGH RIDGE PARKTHIRD FLOORSTAMFORD, CT 06905
Business
2 HIGH RIDGE PARKTHIRD FLOORSTAMFORD, CT 06905
Edgar EIN
900891495
Edgar Recent Filings
13F-HR2026-05-08 · 0001104659-26-057733
13F-HR2026-01-27 · 0001104659-26-006762
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1359210
Trust Company Affiliate
No

People (4)

4
JASON, J, JULIE
IAR · Direct Owner · 87.5%
1359210
CARROLL, ROBERT, T
IAR · Executive Officer · 2.5%
6294302
TENREIRO, MICHAEL
IAR · Executive Officer · 2.5%
2576701
Ryan V Flynn
IAR
7041356