Wealth manager, bank-affiliated · Vienna, VA
Rembert Pendleton Jackson
SSB Wealth Management, Inc. · SEC-registered investment adviser · CRD 306510 · SEC 801-117848
At a glance
Rembert Pendleton Jackson is an SEC-registered investment adviser based in Vienna, Virginia, with $2.7B in regulatory assets under management as of its Form ADV filed August 12, 2026. It reports 1,434 individual clients, 707 of them high-net-worth, holding an average of about $1.8 million each, and 20 employees. That ranks it 410th among the nation’s 5,657 independent wealth management RIAs and 11th of 151 in Virginia. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 703-821-6655LinkedInAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among independent wealth managers
- #410 of 5,657
- Rank among all SEC RIAs
- #3,003 of 17,210
- Rank in Virginia
- #11 of 151
- Individual clients
- 1,434
- High-net-worth clients
- 707
- Accounts
- 5,377
- Discretionary
- 50% of AUM
- Employees
- 20
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- Charles E. RembertChief Executive Officer, Director
- Anh N. LamChief Compliance Officer
- Brett W. RoperPresident; Director
- Christy H. PowellSecretary
Custody and brokerage
Broker-dealer
No broker-dealer ties
Rembert Pendleton Jackson 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 | 707 | $2.3B | 85% |
| Individuals | 727 | $302M | 11% |
| Charitable organizations | 20 | $97M | 4% |
| Corporations or other businesses | 3 | $3M | <1% |
| Pension and profit sharing plans | 1 | $0M | <1% |
Disciplinary disclosures
Rembert Pendleton Jackson 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
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
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The full record on Rembert Pendleton Jackson
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, 5 years of filings
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- Growth over one, three and five years
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- Rank against 1,484 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 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 Virginia
All of Virginia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| The Burney CompanyReston | $3.6B | 1,880 |
| Bogart Wealth, LLCMcLean | $3.2B | 1,442 |
| West Financial Services, Inc.McLean | $2.8B | 940 |
| Glassman Wealth Services, LLCVienna | $2.6B | 359 |
| Financial Security Advisory IncVirginia Beach | $1.9B | 3,099 |
| Kanawha Capital Management, LLCRichmond | $1.8B | 560 |
Background
Questions
How much does Rembert Pendleton Jackson manage?
Rembert Pendleton Jackson reports $2.7B in regulatory assets under management across 5,377 accounts, 50% of it on a discretionary basis, on its Form ADV filed August 12, 2026.
How many clients does Rembert Pendleton Jackson have?
It reports 1,434 individual clients: 707 high-net-worth individuals and 727 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Rembert Pendleton Jackson headquartered?
Its main office is in Vienna, Virginia. It reports 1 office in total and 20 employees, 15 of whom perform investment advisory functions.
How does Rembert Pendleton Jackson charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Rembert Pendleton Jackson use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 12, 2026, it reports these amounts held: Charles Schwab ($2.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Rembert Pendleton Jackson a hybrid RIA with a broker-dealer?
Rembert Pendleton Jackson reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Rembert Pendleton Jackson a fiduciary?
As an SEC-registered investment adviser, Rembert Pendleton Jackson 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 Rembert Pendleton Jackson’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 (2026-08-12), 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 →