Wealth manager, independent · Milton, GA
Jamison Private Wealth Management, Inc.
SEC-registered investment adviser · CRD 109040 · SEC 801-57167
At a glance
Jamison Private Wealth Management, Inc. is an SEC-registered investment adviser based in Milton, Georgia, with $1.1B in regulatory assets under management as of its Form ADV filed February 16, 2026. It reports 472 individual clients, 187 of them high-net-worth, holding an average of about $2.0 million each, and 5 employees. That ranks it 1050th among the nation’s 5,657 independent wealth management RIAs and 37th of 171 in Georgia. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 678-323-3454jamisonwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #1,050 of 5,657
- Rank among all SEC RIAs
- #5,223 of 17,210
- Rank in Georgia
- #37 of 171
- Individual clients
- 472
- High-net-worth clients
- 187
- Accounts
- 1,358
- Discretionary
- 95% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Robert P. JamisonPrincipal
- Oscar J. SpainChief Compliance Officer
- Robert P. JamisonPresident
Custody and brokerage
Broker-dealer
No broker-dealer ties
Jamison Private Wealth Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 187 | $834M | 79% |
| Individuals | 285 | $123M | 12% |
| Pension and profit sharing plans | 26 | $82M | 8% |
| Corporations or other businesses | 18 | $9M | <1% |
| Charitable organizations | 17 | $4M | <1% |
| Pooled investment vehicles | 1 | $0M | <1% |
Disciplinary disclosures
Jamison Private Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗jamisonwealth.com ↗
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The full record on Jamison Private Wealth Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| SB Advisory, LLCAtlanta | $1.1B | 2,634 |
| AMB Wealth, LLCThomasville | $1.1B | 878 |
| Elwood & GoetzAthens | $1.1B | 682 |
| JT Stratford, LLCGainesville | $1.0B | 1,238 |
Background
Questions
How much does Jamison Private Wealth Management, Inc. manage?
Jamison Private Wealth Management, Inc. reports $1.1B in regulatory assets under management across 1,358 accounts, 95% of it on a discretionary basis, on its Form ADV filed February 16, 2026.
How many clients does Jamison Private Wealth Management, Inc. have?
It reports 472 individual clients: 187 high-net-worth individuals and 285 other individuals. Individuals account for about 91% of its regulatory assets.
Where is Jamison Private Wealth Management, Inc. headquartered?
Its main office is in Milton, Georgia. It reports 1 office in total and 5 employees, 4 of whom perform investment advisory functions.
How does Jamison Private Wealth Management, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Jamison Private Wealth Management, Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed February 16, 2026, it reports these amounts held: Charles Schwab ($1.0B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Jamison Private Wealth Management, Inc. a hybrid RIA with a broker-dealer?
Jamison Private Wealth Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Jamison Private Wealth Management, Inc. a fiduciary?
As an SEC-registered investment adviser, Jamison Private Wealth Management, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Jamison Private Wealth Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →