DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Jhh Wealth, LLC

Former SEC-registered adviserGreenville, South CarolinaCRD 153924SEC 801-71578IAPD
Latest filing Dec 18, 2023
First filing on the tape Apr 20, 2012 · 41 filings
RAUM
$41.0M
reported, Item 5.F
Discretionary
82%
of RAUM
Private clients
100%
$41.0M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$41.0M as of May 16, 2023
Apr 20, 2012$70.0M then
HNW client RAUM$41.0M as of May 16, 2023
Apr 3, 2018$105M then
State-registered IARs (5.B.3)4 as of May 16, 2023
Apr 20, 20120 then
Employees (5.A)6 as of May 16, 2023
Apr 1, 201310 then
Private funds1 as of Mar 31, 2020
May 2, 20171 then
RAUM -55% over the last fiscal year-32% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Dec 18, 2023; every figure names its basis
RAUM per advisor
$10.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$431,707derivedHNW RAUM over HNW clients
Average account
$431,707derivedRAUM over accounts (5.F.2.f)
Discretionary
82%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
2.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
-55%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$41.0M100%
Individual clients
n/areported
HNW clients
95reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
95reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    1 reported on Schedule D 7.B.(1)
    FundTypeGross assetsOwnersFirst reported
    Ewing Emerging Financial Institution Fund I LPno longer reportedPrivate Equity Fund$70,68359May 24, 2017
    Owners and control persons
    Schedule A and B, latest filing
    • Drayton Samuel Haskell · Partner/Chief Investment Officercontrol
      since 08/2021 · owns 25% to 50%
    • David Jackson · Partner/Advisor/Ccocontrol
      since 08/2021 · owns 25% to 50%
    • Whitney David Jackson · Partnercontrol
      since 03/2016 · owns 25% to 50%
    Related persons
    Schedule D 7.A
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Greenville, Sc · principal000
    Vestavia, Al000
    Offices
    Schedule D 1.F, the 25 largest
    • Vestavia, AL1 employees
    What changed
    consecutive filings, newest first
    • HQ city · CHARLOTTE to GREENVILLE
      May 16, 2023 to Nov 27, 2023
    • HQ state · NC to SC
      May 16, 2023 to Nov 27, 2023
    • Accounts · 154 to 95
      May 23, 2022 to Feb 7, 2023
    • Advisory employees · 6 to 4
      May 23, 2022 to Feb 7, 2023
    • Corporate clients · 8.0 to unset
      May 23, 2022 to Feb 7, 2023
    • HNW clients · 146 to 95
      May 23, 2022 to Feb 7, 2023
    • Insurance-licensed employees · 0 to 1
      May 23, 2022 to Feb 7, 2023
    • Discretionary RAUM · $83.5M to $33.8M
      May 23, 2022 to Feb 7, 2023
    • HNW RAUM · $88.8M to $41.0M
      May 23, 2022 to Feb 7, 2023
    • Non-discretionary RAUM · $8.3M to $7.2M
      May 23, 2022 to Feb 7, 2023
    • RAUM · $91.8M to $41.0M
      May 23, 2022 to Feb 7, 2023
    • HNW clients · 178 to 146
      Dec 16, 2021 to Mar 30, 2022
    • State-registered IARs · 3 to 4
      Dec 16, 2021 to Mar 30, 2022
    • Discretionary RAUM · $97.1M to $83.5M
      Dec 16, 2021 to Mar 30, 2022
    • HNW RAUM · $108M to $88.8M
      Dec 16, 2021 to Mar 30, 2022
    • Non-discretionary RAUM · $10.5M to $8.3M
      Dec 16, 2021 to Mar 30, 2022
    • RAUM · $108M to $91.8M
      Dec 16, 2021 to Mar 30, 2022
    • Accounts · 178 to 154
      Dec 16, 2021 to Mar 30, 2022
    • Advisory employees · 3 to 6
      Dec 16, 2021 to Mar 30, 2022
    • Advisory activities · 3 to 4
      Dec 16, 2021 to Mar 30, 2022
    • BD registered reps · 5 to 4
      Dec 16, 2021 to Mar 30, 2022
    • Corporate clients · unset to 8.0
      Dec 16, 2021 to Mar 30, 2022
    • Advisory employees · 4 to 3
      Jul 1, 2021 to Dec 14, 2021
    • BD registered reps · 4 to 5
      Jul 1, 2021 to Dec 14, 2021
    • Business name · EWING ASSET MANAGEMENT, LLC to JHH WEALTH, LLC
      Jul 1, 2021 to Dec 14, 2021
    • Employees · 5 to 6
      Jul 1, 2021 to Dec 14, 2021
    • State-registered IARs · 4 to 3
      Jul 1, 2021 to Dec 14, 2021
    • Related adviser · false to true
      Jul 1, 2021 to Dec 14, 2021
    • Legal name · EWING ASSET MANAGEMENT, LLC to JHH WEALTH, LLC
      Jul 1, 2021 to Jul 1, 2021
    • Accounts · 181 to 178
      Oct 28, 2020 to Feb 24, 2021
    • Advisory activities · 4 to 3
      Oct 28, 2020 to Feb 24, 2021
    • BD registered reps · 6 to 4
      Oct 28, 2020 to Feb 24, 2021
    • HNW clients · 142 to 178
      Oct 28, 2020 to Feb 24, 2021
    • Individual clients · 25.0 to unset
      Oct 28, 2020 to Feb 24, 2021
    • Pooled vehicle clients · 1.0 to unset
      Oct 28, 2020 to Feb 24, 2021
    • Assets in custody · 1584649.0 to unset
      Oct 28, 2020 to Feb 24, 2021
    • Custody of client assets · true to false
      Oct 28, 2020 to Feb 24, 2021
    • Employees · 7 to 5
      Oct 28, 2020 to Feb 24, 2021
    • Private funds · 1 to unset
      Oct 28, 2020 to Feb 24, 2021
    • Discretionary RAUM · $93.6M to $97.1M
      Oct 28, 2020 to Feb 24, 2021
    Signals
    8 dated events
    • Jon E Gauthier left Jhh Wealth, Llc for Colarion (registered 2024-01-31)
      Dec 31, 2023 · Advisor changed firm · fact
    • Jhh Wealth, LLC's advisors moved to Colarion (Greenville, SC): 3 of 4 registered, on the same day
      Dec 31, 2023 · Firm absorbed (people side) · derived
    • Peter C Bisulca left Jhh Wealth, Llc for Colarion (registered 2024-01-31)
      Dec 31, 2023 · Advisor changed firm · fact
    • David Jackson left Jhh Wealth, Llc for Colarion (registered 2024-01-31)
      Dec 31, 2023 · Advisor changed firm · fact
    • Samuel Drayton Haskell no longer registered at Jhh Wealth, Llc; no later IA registration on IAPD
      Dec 31, 2023 · Advisor departure · fact
    • Daniel Tamarah Jones (Chief Compliance Officer) no longer on Schedule A of Jhh Wealth, Llc (listed 2021-02-24, absent 2021-03-02)
      Mar 2, 2021 · Control person left · inference
    • Laura Marshall (Cfo) no longer on Schedule A of Jhh Wealth, Llc (listed 2020-10-28, absent 2021-02-24)
      Feb 24, 2021 · Control person left · inference
    • Allen Robert Hewett (Managing Member/President/Chief Investment Officer) no longer on Schedule A of Jhh Wealth, Llc (listed 2020-10-28, absent 2021-02-24)
      Feb 24, 2021 · Control person left · inference
    Across DFX
    shared identifiers only, never a name match
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026