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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

JPH ADVISORY GROUP, INC.

CRD 125268

ATLANTA, GA

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:64853dd9-269d-7080-1617-e7d622df6298

Data as of Feb 28, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2012 to Feb 28, 2018
14 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $167MItem 5.F on the latest filing (2018-02-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $161M
Private client RAUM: $167MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 782
Individual clients: 89
High net worth clients: 64
Custody, client assets: $2.1M
SEC number: 801-62265
CRD: 125268
Filings on the tape: 14
First filed: Mar 14, 2012
Latest filed: Feb 28, 2018
Organised: Corporation, Georgia

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
HOUK, JONATHAN, PAUL	President	E	yes	10/1992	Mar 14, 2012	Feb 28, 2018
HEARN, CURTIS, ALAN	Principal	B	no	06/2012	Mar 7, 2013	Feb 28, 2018

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
2017	Feb 20, 2018	$167M	$161M	6	2	0	n/a	n/a
2016	Feb 27, 2017	$146M	$143M	5	2	n/a	n/a	n/a
2015	Mar 9, 2016	$129M	$129M	4	2	n/a	n/a	n/a
2014	Jan 27, 2015	$124M	$124M	4	2	n/a	n/a	n/a
2013	Jan 29, 2014	$115M	$112M	4	2	n/a	n/a	n/a
2012	Mar 4, 2013	$97.0M	$95.2M	4	2	n/a	n/a	n/a
2011	Mar 14, 2012	$90.3M	$87.7M	n/a	n/a	n/a	n/a	n/a

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
2017	$167M	$146M	14.4%	$124M	10.4%	6	5	0	n/a

Relationships

Controls (1)

← HOUK, JONATHAN, PAULOwnerPRESIDENT, ownership code E, individual
Mar 14, 2012 to presentfactForm ADV

Owns (1)

← HEARN, CURTIS, ALANOwnerPRINCIPAL, ownership code B, individual
Mar 7, 2013 to presentfactForm ADV

Registered with (1)

← CURTIS ALAN HEARNAdvisorregistration: previous registration
Mar 28, 2012 to Dec 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64853dd9-269d-7080-1617-e7d622df6298
First observed: Mar 14, 2012
Last observed: Feb 28, 2018 104 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.

JPH ADVISORY GROUP, INC.

CRD 125268

ATLANTA, GA

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:64853dd9-269d-7080-1617-e7d622df6298

Data as of Feb 28, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:43 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOUK, JONATHAN, PAUL

President

yes

10/1992

Mar 14, 2012

Feb 28, 2018

HEARN, CURTIS, ALAN

Principal

06/2012

Mar 7, 2013

Feb 28, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Feb 20, 2018

$167M

$161M

n/a

2016

Feb 27, 2017

$146M

$143M

n/a

2015

Mar 9, 2016

$129M

n/a

2014

Jan 27, 2015

$124M

n/a

2013

Jan 29, 2014

$115M

$112M

n/a

2012

Mar 4, 2013

$97.0M

$95.2M

n/a

2011

Mar 14, 2012

$90.3M

$87.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$167M

$146M

14.4%

$124M

10.4%

n/a