SourcingSourcing

JAMISON HANSON ADVISORS LLC

C44
CRD 139587·SEC 801-113286·SALEM, OR
AUM
$212.0M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$636K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JAMISON HANSON ADVISORS LLC
CRD
139587
SEC file #
801-113286
EIN
—
DBA names
Jh Advisors

Economics

AUM
$212.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$103.8M → $212.0M▲ +104%
Client mix
Individuals Other64
Individuals High Net Worth58
Pension Profit Sharing Plans19
Corporations3
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
SALEM OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
jhadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SALEM HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
SALEM HOLDINGS, INC.
JAMISON, STEVEN, KIRT
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
ok
Rdap Domain
JHADVISORS.COM
Rdap Domain Creation Date
2018-01-14T19:04:11Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-14T19:04:11Z
Rdap Domain Last Changed
2026-01-15T17:33:14Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
JAMISON, STEVEN, KIRT
IAR · Executive Officer · 2.5%
5704384
MATHEW ALAN WYNN
IAR
7280665