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

JBJ INVESTMENT PARTNERS, LLC

CRD 165294

CHARLESTON, SC

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:80bc9081-829d-5ccb-aef5-d6fb0c84a0a4

Data as of May 17, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 1
Observed: May 24, 2013 to May 17, 2021
24 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

JBJ Investment Partners, LLC

Investment consultant · shared crd

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: $646MItem 5.F on the latest filing (2021-05-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $603M
Private client RAUM: $590MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,246
Individual clients: 137
High net worth clients: 131
Custody, client assets: $65.9M
SEC number: 801-78137
CRD: 165294
Filings on the tape: 24
First filed: May 24, 2013
Latest filed: May 17, 2021
Organised: Limited Liability Company, South Carolina

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
EMMERT, MATHEW, SHANE	OWNER/CHIEF COMPLIANCE OFFICER	E	yes	09/2014	Sep 15, 2014	May 17, 2021

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
2020	Mar 25, 2021	$646M	$603M	4	2	0	n/a	n/a
2019	Mar 27, 2020	$589M	$540M	5	4	0	n/a	n/a
2018	Mar 28, 2019	$513M	$464M	3	1	0	n/a	n/a
2017	Mar 21, 2018	$506M	$450M	4	2	0	n/a	n/a
2016	Mar 8, 2017	$433M	$364M	5	4	n/a	n/a	n/a
2015	Mar 23, 2016	$324M	$324M	5	4	n/a	n/a	n/a
2014	Mar 20, 2015	$290M	$290M	1	1	n/a	n/a	n/a
2013	Mar 29, 2014	$122M	$122M	1	1	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
2020	$646M	$589M	9.6%	$506M	8.5%	4	5	0	0

Relationships

Controls (1)

← EMMERT, MATHEW, SHANEOwnerOWNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 15, 2014 to presentfactForm ADV

Affiliated with (1)

← GAMBIT SECURITIES, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← MATHEW SHANE EMMERTAdvisorregistration: previous registration
Aug 17, 2015 to Mar 24, 2022factForm ADV
← CHARLOTTE ANNE MORGANAdvisorregistration: previous registration
May 30, 2019 to Jan 4, 2022factForm ADV
← Virginia P WilsonAdvisorregistration: previous registration
Oct 24, 2019 to Dec 9, 2019factForm ADV
← DANIEL PATRICK CALLAHANAdvisorregistration: previous registration
Feb 3, 2016 to Mar 22, 2019factForm ADV
← MARY CAROLINE SHAMBURGAdvisorregistration: previous registration
Apr 7, 2015 to Jul 20, 2017factForm ADV

Dated events

Occurred
Mar 24, 2022
Advisor changed firm
Mathew Shane Emmert left Jbj Investment Partners, Llc for Creative Planning (registered 2022-01-12)
Form ADVobserved 4 days ago
Occurred
Jan 4, 2022
Advisor changed firm
Charlotte Anne Morgan left Jbj Investment Partners, Llc for Creative Planning (registered 2022-01-04)
Form ADVobserved 4 days ago
Occurred
May 24, 2013
First Form ADV filing
Jbj Investment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80bc9081-829d-5ccb-aef5-d6fb0c84a0a4
First observed: May 24, 2013
Last observed: May 17, 2021 65 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.

JBJ INVESTMENT PARTNERS, LLC

CRD 165294

CHARLESTON, SC

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:80bc9081-829d-5ccb-aef5-d6fb0c84a0a4

Data as of May 17, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EMMERT, MATHEW, SHANE

OWNER/CHIEF COMPLIANCE OFFICER

yes

09/2014

Sep 15, 2014

May 17, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 25, 2021

$646M

$603M

n/a

2019

Mar 27, 2020

$589M

$540M

n/a

2018

Mar 28, 2019

$513M

$464M

n/a

2017

Mar 21, 2018

$506M

$450M

n/a

2016

Mar 8, 2017

$433M

$364M

n/a

2015

Mar 23, 2016

$324M

n/a

2014

Mar 20, 2015

$290M

n/a

2013

Mar 29, 2014

$122M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$646M

$589M

9.6%

$506M

8.5%