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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JESSUP WEALTH MANAGEMENT

JESSUP WEALTH MANAGEMENT, INC., CRD 323035

DAYTON, 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:57e5b0fa-aaec-82d7-def6-788479058bf6

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Nov 15, 2022 to Sep 18, 2026
15 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=0.98 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $360MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $360M
Private client RAUM: $352MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $51.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 916
Individual clients: 312
High net worth clients: 88
Custody, client assets: $79.2M
SEC number: 801-127039
CIK: 1963536
CRD: 323035
Filings on the tape: 15
First filed: Nov 15, 2022
Latest filed: Sep 18, 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
MATTHEW C. JESSUP	n/a	DAYTON, OH	3	21	3	no
Aaron David Cramer	Certified Financial Planner	DAYTON, OH	3	11	1	no
MARK JEROME MCEVILY	n/a	DAYTON, OH	3	11	1	no
Nicholas S Whitaker	n/a	DAYTON, OH	3	11	1	no
Taylor Ledbetter	n/a	DAYTON, OH	3	10	1	no
John McGrath	n/a	DAYTON, OH	2	12	n/a	no
Benjamin Mathile	n/a	DAYTON, OH	1	11	n/a	no

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
JESSUP, MATTHEW, C.	CEO, CCO, MANAGING PARTNER	D	yes	11/2009	Nov 15, 2022	Dec 16, 2024
MCEVILY, MARK, JEROME	CIO, MANAGING PARTNER	C	yes	09/2015	Nov 15, 2022	Dec 16, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kenwood	Oh	United States	4	no

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; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$360M	$360M	12	7	1	n/a	n/a
2024	Mar 11, 2025	$298M	$298M	12	4	1	n/a	n/a
2023	Feb 20, 2024	$261M	$261M	10	4	1	n/a	n/a
2022	Feb 21, 2023	$210M	$210M	11	5	1	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	$360M	$298M	20.7%	$210M	19.6%	12	12	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COMMONWEALTH FINANCIAL NETWORK	5	Jan 3, 2023	Jan 5, 2023	DAYTON, OH	Team lift out	Ibd to new firm	0.2%

Relationships

Registered with (7)

← Benjamin MathileAdvisorregistration: current employment
Aug 5, 2025 to presentfactForm ADV
← John McGrathAdvisorregistration: current employment
Jul 24, 2024 to presentfactForm ADV
← MARK JEROME MCEVILYAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← Nicholas S WhitakerAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← Taylor LedbetterAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← MATTHEW C. JESSUPAdvisorregistration: current employment
Jan 4, 2023 to presentfactForm ADV
← Aaron David CramerAdvisorregistration: current employment
Jan 4, 2023 to presentfactForm ADV

Controls (2)

← JESSUP, MATTHEW, C.OwnerCEO, CCO, MANAGING PARTNER, ownership code D, individual
Nov 15, 2022 to Dec 16, 2024factForm ADV
← MCEVILY, MARK, JEROMEOwnerCIO, MANAGING PARTNER, ownership code C, individual
Nov 15, 2022 to Dec 16, 2024factForm ADV

Moved with (1)

← COMMONWEALTH FINANCIAL NETWORKRegistered adviser5 advisors, team lift out
Jan 3, 2023 to Jan 5, 2023factForm ADV

Dated events

Occurred
Jan 3, 2023
Team lift-out
5 advisors left Commonwealth Financial Network (Dayton, OH) for Jessup Wealth Management a day apart
Form ADVobserved 5 days ago
5 advisors
Occurred
Nov 15, 2022
First Form ADV filing
Jessup Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57e5b0fa-aaec-82d7-def6-788479058bf6
First observed: Nov 15, 2022
Last observed: Sep 18, 2026 3 days 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.

JESSUP WEALTH MANAGEMENT

JESSUP WEALTH MANAGEMENT, INC., CRD 323035

DAYTON, 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:57e5b0fa-aaec-82d7-def6-788479058bf6

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW C. JESSUP

n/a

DAYTON, OH

Aaron David Cramer

Certified Financial Planner

DAYTON, OH

MARK JEROME MCEVILY

n/a

DAYTON, OH

Nicholas S Whitaker

n/a

DAYTON, OH

Taylor Ledbetter

n/a

DAYTON, OH

John McGrath

n/a

DAYTON, OH

n/a

Benjamin Mathile

n/a

DAYTON, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JESSUP, MATTHEW, C.

CEO, CCO, MANAGING PARTNER

yes

11/2009

Nov 15, 2022

Dec 16, 2024

MCEVILY, MARK, JEROME

CIO, MANAGING PARTNER

yes

09/2015

Nov 15, 2022

Dec 16, 2024

City

State

Country

Employees

Also broker-dealer

Kenwood

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$360M

n/a

2024

Mar 11, 2025

$298M

n/a

2023

Feb 20, 2024

$261M

n/a

2022

Feb 21, 2023

$210M

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

$360M

$298M

20.7%

$210M

19.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COMMONWEALTH FINANCIAL NETWORK

Jan 3, 2023

Jan 5, 2023

DAYTON, OH

Team lift out

Ibd to new firm

0.2%