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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

JT STRATFORD, LLC

CRD 155629

GAINESVILLE, 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:c196afd2-d67d-0ac8-b9cc-7676df863f9a

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 4
On other graphs: 0
Observed: Jul 1, 2015 to Mar 31, 2026
30 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=0.94 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $955MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 18
RAUM per advisor: $56.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 18
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 2,734
Individual clients: 977
High net worth clients: 261
Custody, client assets: $334M
SEC number: 801-101474
CIK: 1689013
CRD: 155629
Filings on the tape: 30
First filed: Jul 1, 2015
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, GA

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
GREGORY COUNTS WILSON	n/a	Braselton, GA \| GAINESVILLE, GA	15	30	3	no
Dwayne Todd Ferguson	n/a	GAINESVILLE, GA	15	28	3	no
BRYAN MARK HOGAN	n/a	GAINESVILLE, GA	15	26	3	no
AMANDA SIKES BRUNER	n/a	GAINESVILLE, GA	11	12	n/a	no
MARK EDWARD GIBBS	Certified Financial Planner	GAINESVILLE, GA	11	22	2	no
EDWIN LEONARD ROBINS	Chartered Financial Consultant	GAINESVILLE, GA \| WINSTON-SALEM, NC	11	40	1	no
JAMES ANTHONY DAVENPORT	n/a	GAINESVILLE, GA \| WINSTON-SALEM, NC	10	34	1	no
GARY FRANK KLARIC	n/a	GAINESVILLE, GA	7	26	6	no
Carter Stephen Lievens	Certified Financial Planner	GAINESVILLE, GA \| Winston Salem, NC	5	11	n/a	no
TRAVIS GERALD ECHOLS	n/a	Cumming, GA \| GAINESVILLE, GA	4	24	4	no
James Musgrove Eggers	Personal Financial Specialist	GAINESVILLE, GA \| Winston-Salem, NC	3	11	1	no
AUGUSTUS GRANT HAMES	n/a	GAINESVILLE, GA \| Clarkesville, GA	2	23	1	no
JAMES RYAN DAVENPORT	n/a	GAINESVILLE, GA \| Winston-Salem, NC	2	12	n/a	no
Colby Michael James	n/a	GAINESVILLE, GA	1	12	n/a	no
Palmer Gray Ferguson	n/a	GAINESVILLE, GA	0	11	n/a	no
JOHN MARK THOMPSON	n/a	GAINESVILLE, GA \| Winston Salem, NC	0	20	n/a	no
Hunter Blake Parker	Chartered Financial Analyst	GAINESVILLE, GA	0	11	n/a	no
Thomas Ashcraft Sherrill	n/a	GAINESVILLE, GA \| Winston-Salem, NC	0	10	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
Ferguson, Dwayne, Todd	PRESIDENT/MANAGING MEMBER	E	yes	06/2010	Jul 1, 2015	Apr 30, 2024
BRUNER, AMANDA, SIKES	CHIEF COMPLIANCE OFFICER	Na	no	03/2022	Mar 31, 2026	Mar 31, 2026

Offices

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

City	State	Country	Employees	Also broker-dealer
WINSTON-SALEM	Nc	United States	5	no
Braselton	Ga	United States	1	no
Cumming	Ga	United States	1	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	Mar 31, 2026	$1.0B	$1.0B	18	18	4	n/a	n/a
2024	Mar 31, 2025	$815M	$815M	14	14	4	n/a	n/a
2023	Mar 29, 2024	$645M	$645M	14	14	3	n/a	n/a
2022	Mar 30, 2023	$511M	$510M	13	13	3	n/a	n/a
2021	Mar 31, 2022	$495M	$495M	10	10	2	n/a	n/a
2020	Mar 31, 2021	$385M	$385M	12	12	2	n/a	n/a
2019	Mar 20, 2020	$341M	$341M	11	11	2	n/a	n/a
2018	Mar 29, 2019	$288M	$288M	10	8	3	n/a	n/a
2017	Mar 30, 2018	$263M	$251M	10	10	3	n/a	n/a
2016	Mar 30, 2017	$250M	$246M	11	11	n/a	n/a	n/a
2015	Mar 30, 2016	$210M	$198M	11	11	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	1	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	$1.0B	$815M	24.5%	$511M	25.7%	18	14	4	4

Relationships

Registered with (20)

← Thomas Ashcraft SherrillAdvisorregistration: current employment
Feb 2, 2026 to presentfactForm ADV
← Hunter Blake ParkerAdvisorregistration: current employment
Dec 11, 2025 to presentfactForm ADV
← JOHN MARK THOMPSONAdvisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV
← Palmer Gray FergusonAdvisorregistration: current employment
Oct 9, 2025 to presentfactForm ADV
← Colby Michael JamesAdvisorregistration: current employment
Aug 27, 2025 to presentfactForm ADV
← JAMES RYAN DAVENPORTAdvisorregistration: current employment
Sep 5, 2024 to presentfactForm ADV
← AUGUSTUS GRANT HAMESAdvisorregistration: current employment
Aug 8, 2024 to presentfactForm ADV
← James Musgrove EggersAdvisorregistration: current employment
Mar 14, 2023 to presentfactForm ADV
← TRAVIS GERALD ECHOLSAdvisorregistration: current employment
Jun 17, 2022 to presentfactForm ADV
← Carter Stephen LievensAdvisorregistration: current employment
Nov 20, 2020 to presentfactForm ADV
← GARY FRANK KLARICAdvisorregistration: current employment
Apr 10, 2019 to presentfactForm ADV
← JAMES ANTHONY DAVENPORTAdvisorregistration: current employment
Nov 4, 2015 to presentfactForm ADV
← EDWIN LEONARD ROBINSAdvisorregistration: current employment
Jun 26, 2015 to presentfactForm ADV
← MARK EDWARD GIBBSAdvisorregistration: current employment
Mar 25, 2015 to presentfactForm ADV
← AMANDA SIKES BRUNERAdvisorregistration: current employment
Sep 26, 2014 to presentfactForm ADV
← GREGORY COUNTS WILSONAdvisorregistration: current employment
Feb 22, 2011 to presentfactForm ADV
← Dwayne Todd FergusonAdvisorregistration: current employment
Feb 22, 2011 to presentfactForm ADV
← BRYAN MARK HOGANAdvisorregistration: current employment
Feb 22, 2011 to presentfactForm ADV
← MAURICE EDWIN MARTINAdvisorregistration: previous registration
Jun 26, 2019 to May 24, 2021factForm ADV
← Anne Marie WebsterAdvisorregistration: previous registration
Jan 9, 2020 to Sep 22, 2020factForm ADV

Controls (1)

← Ferguson, Dwayne, ToddOwnerPRESIDENT/MANAGING MEMBER, ownership code E, individual
Jul 1, 2015 to Apr 30, 2024factForm ADV

Owns (1)

← BRUNER, AMANDA, SIKESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2022 to Apr 30, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Jt Stratford, Llc reported RAUM $814.9M, up 26% from $644.9M (2024-04-30 to 2025-03-31)
Form ADVobserved 4 days ago
$170M
Occurred
Mar 29, 2024
Regulatory AUM changed
Jt Stratford, Llc reported RAUM $644.9M, up 26% from $510.6M (2023-09-27 to 2024-03-29)
Form ADVobserved 4 days ago
$134M
Occurred
Mar 31, 2022
Regulatory AUM changed
Jt Stratford, Llc reported RAUM $494.5M, up 29% from $384.6M (2021-09-08 to 2022-03-31)
Form ADVobserved 4 days ago
$110M
Occurred
Jul 1, 2015
First Form ADV filing
Fiduciary Capital Stratford, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c196afd2-d67d-0ac8-b9cc-7676df863f9a
First observed: Jul 1, 2015
Last observed: Mar 31, 2026 5 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.

JT STRATFORD, LLC

CRD 155629

GAINESVILLE, 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:c196afd2-d67d-0ac8-b9cc-7676df863f9a

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY COUNTS WILSON

n/a

Braselton, GA | GAINESVILLE, GA

Dwayne Todd Ferguson

n/a

GAINESVILLE, GA

BRYAN MARK HOGAN

n/a

GAINESVILLE, GA

AMANDA SIKES BRUNER

n/a

GAINESVILLE, GA

n/a

MARK EDWARD GIBBS

Certified Financial Planner

GAINESVILLE, GA

EDWIN LEONARD ROBINS

Chartered Financial Consultant

GAINESVILLE, GA | WINSTON-SALEM, NC

JAMES ANTHONY DAVENPORT

n/a

GAINESVILLE, GA | WINSTON-SALEM, NC

GARY FRANK KLARIC

n/a

GAINESVILLE, GA

Carter Stephen Lievens

Certified Financial Planner

GAINESVILLE, GA | Winston Salem, NC

n/a

TRAVIS GERALD ECHOLS

n/a

Cumming, GA | GAINESVILLE, GA

James Musgrove Eggers

Personal Financial Specialist

GAINESVILLE, GA | Winston-Salem, NC

AUGUSTUS GRANT HAMES

n/a

GAINESVILLE, GA | Clarkesville, GA

JAMES RYAN DAVENPORT

n/a

GAINESVILLE, GA | Winston-Salem, NC

n/a

Colby Michael James

n/a

GAINESVILLE, GA

n/a

Palmer Gray Ferguson

n/a

GAINESVILLE, GA

n/a

JOHN MARK THOMPSON

n/a

GAINESVILLE, GA | Winston Salem, NC

n/a

Hunter Blake Parker

Chartered Financial Analyst

GAINESVILLE, GA

n/a

Thomas Ashcraft Sherrill

n/a

GAINESVILLE, GA | Winston-Salem, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Ferguson, Dwayne, Todd

PRESIDENT/MANAGING MEMBER

yes

06/2010

Jul 1, 2015

Apr 30, 2024

BRUNER, AMANDA, SIKES

CHIEF COMPLIANCE OFFICER

03/2022

Mar 31, 2026

City

State

Country

Employees

Also broker-dealer

WINSTON-SALEM

United States

Braselton

United States

Cumming

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.0B

n/a

2024

Mar 31, 2025

$815M

n/a

2023

Mar 29, 2024

$645M

n/a

2022

Mar 30, 2023

$511M

$510M

n/a

2021

Mar 31, 2022

$495M

n/a

2020

Mar 31, 2021

$385M

n/a

2019

Mar 20, 2020

$341M

n/a

2018

Mar 29, 2019

$288M

n/a

2017

Mar 30, 2018

$263M

$251M

n/a

2016

Mar 30, 2017

$250M

$246M

n/a

2015

Mar 30, 2016

$210M

$198M

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

$1.0B

$815M

24.5%

$511M

25.7%