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THE JENTNER CORPORATION, CRD 105248
AKRON, OH
Data as of (this record's last observation) from sec_form_adv_history, sec_adv_roster, iapd_firm_feed. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLOOM, DANIEL, JOSEPH | TRUSTEE | F | yes | 12/2017 | Nov 30, 2018 | Mar 28, 2024 |
| BLOOM, DANIEL, JOSEPH | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER AND SECRETARY, TRUSTEE OF THE DANIEL BLOOM FAMILY TRUST | C | yes | 07/2018 | Nov 30, 2018 | Mar 28, 2024 |
| DANIEL BLOOM FAMILY TRUST | OWNER | C | yes | 12/2017 | May 4, 2022 | Mar 28, 2024 |
| JENTNER, BRUCE, ALAN | PRESIDENT | NA | yes | 10/1984 | Mar 21, 2012 | Mar 28, 2024 |
| JENTNER, MATTHEW, RYAN | TRUSTEE | F | yes | 07/2016 | Nov 30, 2018 | Mar 28, 2024 |
| JENTNER, MATTHEW, RYAN | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER, TRUSTEE OF THE MATTHEW R. JENTNER LIVING TRUST | C | yes | 07/2018 | Nov 30, 2018 | Mar 28, 2024 |
| JENTNER, SETH, MICHAEL | TRUSTEE | F | yes | 11/2014 | Nov 30, 2018 | Mar 28, 2024 |
| JENTNER, SETH, MICHAEL | VICE PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, TRUSTEE OF THE SETH M. JENTNER LIVING TRUST | C | yes | 07/2018 | Nov 30, 2018 | Mar 28, 2024 |
| THE MATTHEW R. JENTNER LIVING TRUST | OWNER | C | yes | 07/2016 | May 4, 2022 | Mar 28, 2024 |
| THE SETH M. JENTNER LIVING TRUST | OWNER | C | yes | 11/2014 | May 4, 2022 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 30, 2025 | $575M | $575M | 10 | 5 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $523M | $518M | 11 | 5 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $481M | $481M | 10 | 4 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $530M | $530M | 10 | 6 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $452M | $452M | 11 | 5 | 0 | n/a | n/a |
| 2019 | Mar 23, 2020 | $401M | $401M | 10 | 5 | 0 | n/a | n/a |
| 2018 | Mar 30, 2019 | $345M | $345M | 10 | 5 | 0 | n/a | n/a |
| 2017 | Mar 30, 2018 | $370M | $370M | 11 | 5 | 0 | n/a | n/a |
| 2016 | Mar 20, 2017 | $319M | $319M | 11 | 5 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $279M | $279M | 9 | 4 | n/a | n/a | n/a |
| 2014 | Mar 13, 2015 | $281M | $281M | 9 | 4 | n/a | n/a | n/a |
| 2013 | Mar 25, 2014 | $228M | $228M | 9 | 4 | n/a | n/a | n/a |
| 2012 | Mar 26, 2013 | $201M | $201M | 7 | 5 | n/a | n/a | n/a |
| 2011 | Mar 21, 2012 | $178M | $178M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $575M | $523M | 10.1% | $530M | 2.8% | 10 | 11 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | 4 | Jul 25, 2025 | Aug 1, 2025 | AKRON, OH | FIRM ABSORBED | RIA TO RIA | 100.0% |