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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALPHA ASSET MANAGEMENT

JCT INVESTMENT COUNSEL, INC., CRD 112571

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:576f4366-b203-c66e-67d0-392992f6c483

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2012 to Feb 12, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $129MItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $129M
Private client RAUM: $129MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $129Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 149
Individual clients: 111
High net worth clients: 38
SEC number: 801-132435
CRD: 112571
Filings on the tape: 5
First filed: Feb 13, 2012
Latest filed: Feb 12, 2026
Organised: Corporation, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY CRAIG THOMAS	n/a	AKRON, OH	23	35	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
THOMAS, JEFFREY, CRAIG	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	03/1996	Feb 13, 2012	May 11, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 12, 2026	$129M	$129M	1	1	0	n/a	n/a
2024	Mar 17, 2025	$129M	$116M	1	1	0	n/a	n/a
2011	Feb 13, 2012	$27.5M	$27.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$129M	$129M	0.4%	n/a	n/a	1	1	0	0

Relationships

Affiliated with (1)

← EGI FINANCIAL, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (1)

← JEFFREY CRAIG THOMASAdvisorregistration: current employment
Jan 21, 2003 to presentfactForm ADV

Controls (1)

← THOMAS, JEFFREY, CRAIGOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 13, 2012 to May 11, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:576f4366-b203-c66e-67d0-392992f6c483
First observed: Feb 13, 2012
Last observed: Feb 12, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALPHA ASSET MANAGEMENT

JCT INVESTMENT COUNSEL, INC., CRD 112571

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:576f4366-b203-c66e-67d0-392992f6c483

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY CRAIG THOMAS

n/a

AKRON, OH

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

THOMAS, JEFFREY, CRAIG

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

03/1996

Feb 13, 2012

May 11, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 12, 2026

$129M

n/a

2024

Mar 17, 2025

$129M

$116M

n/a

2011

Feb 13, 2012

$27.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$129M

0.4%

n/a