Wealth manager, wrap-program sponsor · Newtown, PA
Jmac Enterprises LLC
SEC-registered investment adviser · CRD 312710 · SEC 801-120407
At a glance
Jmac Enterprises LLC is an SEC-registered investment adviser based in Newtown, Pennsylvania, with $722 million in regulatory assets under management as of its Form ADV filed May 6, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 177 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,096th of 8,915 wealth managers and 6,449th of 17,210 SEC-registered advisers by assets.
Main office 267-753-7066brickhousestrategicwealth.comAs filed on Form ADV
- Regulatory AUM
- $722M
- Rank among wealth managers
- #2,096 of 8,915
- Rank among all SEC RIAs
- #6,449 of 17,210
- Rank in Pennsylvania
- #231 of 564
- Individual clients
- 177
- High-net-worth clients
- 91
- Accounts
- 183
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Robert C. MacaulayManaging Principal and Chief Compliance Officer
Custody and brokerage
2 custodians
- TradePMR / Robinhood$436M61%
- Fidelity$284M39%
Other RIAs using TradePMR / RobinhoodOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 91 | $601M | 83% |
| Charitable organizations | 3 | $82M | 11% |
| Individuals | 86 | $36M | 5% |
| Pension and profit sharing plans | 3 | $3M | <1% |
Disciplinary disclosures
Jmac Enterprises LLC 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
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗brickhousestrategicwealth.com ↗
AtlasMembers
The full record on Jmac Enterprises LLC
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, 4 years of filings
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- Growth over one, three and five years
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- Rank against 4,400 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Jmac Enterprises LLC manage?
Jmac Enterprises LLC reports $722 million in regulatory assets under management across 183 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 6, 2026.
What kind of firm is Jmac Enterprises LLC?
Jmac Enterprises LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Jmac Enterprises LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($601 million, 91 clients); charitable organizations ($82 million, 3 clients); individuals ($36 million, 86 clients).
Does Jmac Enterprises LLC have any disciplinary history?
Jmac Enterprises LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Jmac Enterprises LLC’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 (2026-05-06), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →