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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

JACKSON THORNTON WEALTH MANAGEMENT, LLC

CRD 116091

MONTGOMERY, AL

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:bfc6267a-158a-4633-2f35-c075821fc103

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 8
On other graphs: 0
Observed: Mar 24, 2012 to May 27, 2026
28 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=0.92 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-05-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $1.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $223Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 9
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 2,367
Individual clients: 588
High net worth clients: 355
Custody, client assets: $2.1M
SEC number: 801-61445
CRD: 116091
Filings on the tape: 28
First filed: Mar 24, 2012
Latest filed: May 27, 2026
Organised: Limited Liability Company, AL

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
KIMBERLY LYNCH MASON	n/a	MONTGOMERY, AL	20	22	n/a	no
NANCY MAC BROWN	n/a	MONTGOMERY, AL	14	30	n/a	no
JAMES ADAM CAUSEY	Certified Financial Planner\|Personal Financial Specialist	MONTGOMERY, AL	12	20	n/a	no
CLARENCE CRENSHAW PRITCHETT	n/a	MONTGOMERY, AL	11	32	n/a	no
CRYSTAL MICHELLE SMITH	n/a	MONTGOMERY, AL	7	15	n/a	no
ALLISON HARTZOG GUICE	Certified Financial Planner\|Personal Financial Specialist	MONTGOMERY, AL	7	20	n/a	no
DANIEL KYLE TEW	Certified Financial Planner\|Personal Financial Specialist	DOTHAN, AL	6	17	n/a	no
JUSTIN KRISTIAN CLARK	n/a	MONTGOMERY, AL	4	22	n/a	no
Angela T. Andrews	n/a	Dothan, AL	3	20	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
BEDSOLE, THOMAS, BRUCE	VICE PRESIDENT	Na	yes	01/2007	Mar 14, 2015	Oct 3, 2024
BROWN, NANCY, MAC	VICE PRESIDENT	Na	yes	01/2022	Mar 21, 2024	Oct 3, 2024
CAUSEY, JAMES, ADAM	VICE PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	01/2016	Mar 7, 2016	Oct 3, 2024
CLARK, JUSTIN, KRISTIAN	VICE PRESIDENT	Na	yes	05/2022	Mar 8, 2023	Oct 3, 2024
GUICE, ALLISON, HARTZOG	VICE PRESIDENT	Na	yes	01/2022	Mar 8, 2023	Oct 3, 2024
JACKSON THORNTON & CO., PC	Member	E	yes	04/1999	Mar 24, 2012	Oct 3, 2024
PRITCHETT, CLARENCE, CRENSHAW	President	Na	yes	01/2016	Mar 7, 2016	Oct 3, 2024
TEW, DANIEL, KYLE	VICE PRESIDENT	Na	yes	01/2022	Mar 8, 2023	Oct 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JACKSON THORNTON & CO., P.C.	n/a	n/a	n/a	Y	yes	n/a
JACKSON THORNTON BENEFIT RESOURCES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Dothan	Al	United States	2	no
Auburn	Al	United States	1	no
Prattville	Al	United States	0	no
Wetumpka	Al	United States	0	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 10, 2026	$2.0B	$2.0B	16	9	4	n/a	n/a
2024	Mar 4, 2025	$1.7B	$1.7B	14	9	4	n/a	n/a
2023	Mar 21, 2024	$1.5B	$1.5B	15	10	4	n/a	n/a
2022	Mar 8, 2023	$1.3B	$1.3B	17	10	4	n/a	n/a
2021	Mar 17, 2022	$1.4B	$1.4B	15	9	5	n/a	n/a
2020	Mar 10, 2021	$1.1B	$1.1B	15	12	5	n/a	n/a
2019	Mar 25, 2020	$1.1B	$1.1B	15	11	5	n/a	n/a
2018	Mar 22, 2019	$890M	$876M	16	11	6	n/a	n/a
2017	Mar 14, 2018	$988M	$974M	15	10	5	n/a	n/a
2016	Mar 10, 2017	$832M	$820M	16	11	n/a	n/a	n/a
2015	Mar 7, 2016	$754M	$740M	15	11	n/a	n/a	n/a
2014	Mar 14, 2015	$821M	$807M	15	8	n/a	n/a	n/a
2013	Mar 13, 2014	$778M	$763M	15	8	n/a	n/a	n/a
2012	Mar 15, 2013	$683M	$671M	14	8	n/a	n/a	n/a
2011	Mar 24, 2012	$549M	$538M	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	$2.0B	$1.7B	20.1%	$1.3B	16.2%	16	14	4	4

Relationships

Registered with (9)

← Angela T. AndrewsAdvisorregistration: current employment
Apr 18, 2023 to presentfactForm ADV
← JUSTIN KRISTIAN CLARKAdvisorregistration: current employment
Jun 9, 2022 to presentfactForm ADV
← DANIEL KYLE TEWAdvisorregistration: current employment
Aug 26, 2020 to presentfactForm ADV
← ALLISON HARTZOG GUICEAdvisorregistration: current employment
Jul 10, 2019 to presentfactForm ADV
← CRYSTAL MICHELLE SMITHAdvisorregistration: current employment
Oct 19, 2018 to presentfactForm ADV
← CLARENCE CRENSHAW PRITCHETTAdvisorregistration: current employment
Aug 25, 2015 to presentfactForm ADV
← JAMES ADAM CAUSEYAdvisorregistration: current employment
Feb 24, 2014 to presentfactForm ADV
← NANCY MAC BROWNAdvisorregistration: current employment
Jan 30, 2012 to presentfactForm ADV
← KIMBERLY LYNCH MASONAdvisorregistration: current employment
Jul 12, 2006 to presentfactForm ADV

Controls (8)

← BEDSOLE, THOMAS, BRUCEOwnerVICE PRESIDENT, ownership code NA, individual
Mar 14, 2015 to Oct 3, 2024factForm ADV
← BROWN, NANCY, MACOwnerVICE PRESIDENT, ownership code NA, individual
Mar 21, 2024 to Oct 3, 2024factForm ADV
← CAUSEY, JAMES, ADAMOwnerVICE PRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 7, 2016 to Oct 3, 2024factForm ADV
← PRITCHETT, CLARENCE, CRENSHAWOwnerPRESIDENT, ownership code NA, individual
Mar 7, 2016 to Oct 3, 2024factForm ADV
← GUICE, ALLISON, HARTZOGOwnerVICE PRESIDENT, ownership code NA, individual
Mar 8, 2023 to Oct 3, 2024factForm ADV
← TEW, DANIEL, KYLEOwnerVICE PRESIDENT, ownership code NA, individual
Mar 8, 2023 to Oct 3, 2024factForm ADV
← CLARK, JUSTIN, KRISTIANOwnerVICE PRESIDENT, ownership code NA, individual
Mar 8, 2023 to Oct 3, 2024factForm ADV
← JACKSON THORNTON & CO., PCOwnerMEMBER, ownership code E, domestic entity
Mar 24, 2012 to Oct 3, 2024factForm ADV

Dated events

Occurred
Mar 21, 2024
Control person joined
Mac Nancy Brown (Vice President) appeared on Schedule A of Jackson Thornton Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Jan 19, 2024
Control person left
Ray Tommy West (Vice President) no longer on Schedule A of Jackson Thornton Wealth Management, Llc (listed 2023-08-14, absent 2024-01-19)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2023
Control person left
Jerrell Luther Mitchell (Vice President) no longer on Schedule A of Jackson Thornton Wealth Management, Llc (listed 2022-03-17, absent 2023-03-08)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2023
Control person joined
Hartzog Allison Guice (Vice President) appeared on Schedule A of Jackson Thornton Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 8, 2023
Control person joined
Kristian Justin Clark (Vice President) appeared on Schedule A of Jackson Thornton Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 8, 2023
Control person joined
Kyle Daniel Tew (Vice President) appeared on Schedule A of Jackson Thornton Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 25, 2020
Control person left
Landon Edwin Crane (Vice President) no longer on Schedule A of Jackson Thornton Wealth Management, Llc (listed 2019-03-22, absent 2020-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2020
Control person left
Conrad George Smith (Vice President) no longer on Schedule A of Jackson Thornton Wealth Management, Llc (listed 2019-03-22, absent 2020-03-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfc6267a-158a-4633-2f35-c075821fc103
First observed: Mar 24, 2012
Last observed: May 27, 2026 3 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.

JACKSON THORNTON WEALTH MANAGEMENT, LLC

CRD 116091

MONTGOMERY, AL

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:bfc6267a-158a-4633-2f35-c075821fc103

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KIMBERLY LYNCH MASON

n/a

MONTGOMERY, AL

n/a

NANCY MAC BROWN

n/a

MONTGOMERY, AL

n/a

JAMES ADAM CAUSEY

Certified Financial Planner|Personal Financial Specialist

MONTGOMERY, AL

n/a

CLARENCE CRENSHAW PRITCHETT

n/a

MONTGOMERY, AL

n/a

CRYSTAL MICHELLE SMITH

n/a

MONTGOMERY, AL

n/a

ALLISON HARTZOG GUICE

Certified Financial Planner|Personal Financial Specialist

MONTGOMERY, AL

n/a

DANIEL KYLE TEW

Certified Financial Planner|Personal Financial Specialist

DOTHAN, AL

n/a

JUSTIN KRISTIAN CLARK

n/a

MONTGOMERY, AL

n/a

Angela T. Andrews

n/a

Dothan, AL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEDSOLE, THOMAS, BRUCE

VICE PRESIDENT

yes

01/2007

Mar 14, 2015

Oct 3, 2024

BROWN, NANCY, MAC

VICE PRESIDENT

yes

01/2022

Mar 21, 2024

Oct 3, 2024

CAUSEY, JAMES, ADAM

VICE PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

01/2016

Mar 7, 2016

Oct 3, 2024

CLARK, JUSTIN, KRISTIAN

VICE PRESIDENT

yes

05/2022

Mar 8, 2023

Oct 3, 2024

GUICE, ALLISON, HARTZOG

VICE PRESIDENT

yes

01/2022

Mar 8, 2023

Oct 3, 2024

JACKSON THORNTON & CO., PC

Member

yes

04/1999

Mar 24, 2012

Oct 3, 2024

PRITCHETT, CLARENCE, CRENSHAW

President

yes

01/2016

Mar 7, 2016

Oct 3, 2024

TEW, DANIEL, KYLE

VICE PRESIDENT

yes

01/2022

Mar 8, 2023

Oct 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JACKSON THORNTON & CO., P.C.

n/a

yes

n/a

JACKSON THORNTON BENEFIT RESOURCES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dothan

United States

Auburn

United States

Prattville

United States

Wetumpka

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 10, 2026

$2.0B

n/a

2024

Mar 4, 2025

$1.7B

n/a

2023

Mar 21, 2024

$1.5B

n/a

2022

Mar 8, 2023

$1.3B

n/a

2021

Mar 17, 2022

$1.4B

n/a

2020

Mar 10, 2021

$1.1B

n/a

2019

Mar 25, 2020

$1.1B

n/a

2018

Mar 22, 2019

$890M

$876M

n/a

2017

Mar 14, 2018

$988M

$974M

n/a

2016

Mar 10, 2017

$832M

$820M

n/a

2015

Mar 7, 2016

$754M

$740M

n/a

2014

Mar 14, 2015

$821M

$807M

n/a

2013

Mar 13, 2014

$778M

$763M

n/a

2012

Mar 15, 2013

$683M

$671M

n/a

2011

Mar 24, 2012

$549M

$538M

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

$2.0B

$1.7B

20.1%

$1.3B

16.2%