SourcingSourcing

JACKSON THORNTON WEALTH MANAGEMENT, LLC

C30
CRD 116091·SEC 801-61445·MONTGOMERY, AL
AUM
$2.01B
$1B+
Est. Revenue
$20.1M
@ 1% on AUM
Est. EBITDA
$6.0M
@ 30% margin
Est. Deal Value
$48.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD
116091
SEC file #
801-61445
EIN
631221307
DBA names
—

Economics

AUM
$2.01B
AUM band
$1B+
AUM trajectory
'20'26
$890.3M → $2.01B▲ +126%
Client mix
Individuals Other588
Individuals High Net Worth355
Corporations35
Pension Profit Sharing Plans6
Charitable Organizations4

Operations

Employees (total)
16
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
11 advisors → 9 advisors▼ -18%
Primary office
MONTGOMERY AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
facebook.com/jacksonthorntonwealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACKSON THORNTON & CO., PC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
JACKSON THORNTON & CO., PC
BROWN, NANCY, MAC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:jacksonthornton.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001903880
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2022-02-07
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001903880-26-000002
Edgar Former Names
JACKSON THORNTON ASSET MANAGEMENT, LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.085
Soi Zip Pct 200k Plus
0.0283
Soi Zip Returns 200k Plus
70
Soi Zip Total AGI
123,014
Fdic Zip Total Deposits
60,196,696,000
Fdic Zip Branch Count
331
Fdic Zip Top Banks
Regions Bank
ServisFirst Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
200 COMMERCE STREETMONTGOMERY, AL 36104
Business
200 COMMERCE STREETMONTGOMERY, AL 36104
Edgar EIN
631221307
Edgar Recent Filings
13F-HR2026-04-29 · 0001903880-26-000002
13F-HR2026-01-22 · 0001903880-26-000001
Fdic Zip Branches Raw
First Alabama BankMontgomery, AL
Brantley Bank and Trust CompanyRamer, AL
Fdic Zip HHI
2075.47
Fdic Zip Top Bank Share Pct
39.95
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,596
Returns1,220
Stub 2
AGI24,077
Returns680
Stub 3
AGI14,749
Returns240
Soi Zip Total Business Income
3,873
Soi Zip Total Cap Gains
7,804
Soi Zip Total Dividends
1,671
Soi Zip Total Returns
2,470
Trust Company Affiliate
No

People (10)

10
CLARK, JUSTIN, KRISTIAN
IAR · Executive Officer · 2.5%
7554022
GUICE, ALLISON, HARTZOG
IAR · Executive Officer · 2.5%
7085420
TEW, DANIEL, KYLE
IAR · Executive Officer · 2.5%
7276646
BROWN, NANCY, MAC
IAR · Executive Officer · 2.5%
6017869
PRITCHETT, CLARENCE, CRENSHAW
IAR · Executive Officer · 2.5%
6435141
CAUSEY, JAMES, ADAM
IAR · Executive Officer · 2.5%
6294740
Angela T. Andrews
IAR
7724612
CRYSTAL MICHELLE SMITH
IAR
6944593
LUTHER JERRELL MITCHELL
IAR
5184662
KIMBERLY LYNCH MASON
IAR
5184590