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.
SEC-registered adviser
Inman Jager Wealth Management, LLC
Latest filing Feb 27, 2026
First filing on the tape Feb 18, 2024 · 12 filings
SEC status approved since Mar 20, 2024
RAUM
$225M
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
92%
$206M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$75.0M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$225M as of Feb 27, 2026
Jan 31, 2025$189M then
HNW client RAUM$138M as of Feb 27, 2026
Jan 31, 2025$118M then
State-registered IARs (5.B.3)3 as of Feb 27, 2026
Jan 31, 20252 then
Employees (5.A)5 as of Feb 27, 2026
Jan 31, 20252 then
Private funds: no history
RAUM +19% over the last fiscal yearIARs 2 to 3
Practice profile
derived from the filing of Feb 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $75.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 80derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $288,095derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 7.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $527,500, 9 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$138M61%
- Individuals$68.4M30%
- Pension and profit-sharing plans$12.8M5.7%
- Charitable organizations$3.5M1.6%
- Corporations and businesses$2.4M1.1%
- Individual clients
- 177reported
- HNW clients
- 62reported
- Pension plan clients
- 7reported
- Charitable clients
- n/areported
- Accounts
- 781reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $527,500 for 9 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Christopher David InmanCertified Financial Planner | Hattiesburg, Ms | Mar 26, 2024 | 19 y | 3 |
| Jason Michael JagerCertified Financial Planner | Hattiesburg, Ms | May 1, 2024 | 11 y | 3 |
| Henry Jackson Mccall | Hattiesburg, Ms | Feb 24, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jason Michael Jager from Jager Wealth ManagementMay 1, 2024 · Other
- Christopher David Inman from Wells Fargo AdvisorsMar 26, 2024 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- David Christopher Inman · Managing Principalcontrolsince 01/2024 · owns 50% to 75%
- Michael Jason Jager · Partner And Chief Compliance Officercontrolsince 01/2024 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Hattiesburg, Ms · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 667 to 781May 28, 2025 to Feb 27, 2026
- Advisory employees · 2 to 3May 28, 2025 to Feb 27, 2026
- HNW clients · 47 to 62May 28, 2025 to Feb 27, 2026
- Individual clients · 165 to 177May 28, 2025 to Feb 27, 2026
- Pension plan clients · 5 to 7May 28, 2025 to Feb 27, 2026
- Assets in custody · $217,000 to $527,500May 28, 2025 to Feb 27, 2026
- Employees · 2 to 5May 28, 2025 to Feb 27, 2026
- Financial planning clients · 0 to 51-100May 28, 2025 to Feb 27, 2026
- State-registered IARs · 2 to 3May 28, 2025 to Feb 27, 2026
- Discretionary RAUM · $179M to $212MMay 28, 2025 to Feb 27, 2026
- HNW RAUM · $118M to $138MMay 28, 2025 to Feb 27, 2026
- Individual RAUM · $53.2M to $68.4MMay 28, 2025 to Feb 27, 2026
- Non-discretionary RAUM · $10.5M to $12.8MMay 28, 2025 to Feb 27, 2026
- Pension RAUM · $10.5M to $12.8MMay 28, 2025 to Feb 27, 2026
- RAUM · $189M to $225MMay 28, 2025 to Feb 27, 2026
- Advisory activities · 2 to 3Jan 31, 2025 to May 28, 2025
- Financial planning clients · 0 to 0Jan 31, 2025 to May 28, 2025
- Accounts · 639 to 667Aug 28, 2024 to Jan 31, 2025
- Business name · INMAN JAGER WEALTH MANAGEMENT to INMAN JAGER WEALTH MANAGEMENT, LLCAug 28, 2024 to Jan 31, 2025
- Corporate clients · 5.0 to unsetAug 28, 2024 to Jan 31, 2025
- HNW clients · 15 to 47Aug 28, 2024 to Jan 31, 2025
- Individual clients · 171 to 165Aug 28, 2024 to Jan 31, 2025
- Assets in custody · unset to 217000.0Aug 28, 2024 to Jan 31, 2025
- Custody of client assets · false to trueAug 28, 2024 to Jan 31, 2025
- Legal name · INMAN WEALTH MANAGEMENT, LLC to INMAN JAGER WEALTH MANAGEMENT, LLCAug 28, 2024 to Jan 31, 2025
- Discretionary RAUM · $162M to $179MAug 28, 2024 to Jan 31, 2025
- HNW RAUM · $70.0M to $118MAug 28, 2024 to Jan 31, 2025
- Individual RAUM · $85.2M to $53.2MAug 28, 2024 to Jan 31, 2025
- Non-discretionary RAUM · $9.3M to $10.5MAug 28, 2024 to Jan 31, 2025
- Pension RAUM · $9.3M to $10.5MAug 28, 2024 to Jan 31, 2025
- RAUM · $172M to $189MAug 28, 2024 to Jan 31, 2025
- Accounts · 0 to 639May 21, 2024 to Jul 8, 2024
- Corporate clients · unset to 5.0May 21, 2024 to Jul 8, 2024
- HNW clients · unset to 15.0May 21, 2024 to Jul 8, 2024
- Individual clients · unset to 171.0May 21, 2024 to Jul 8, 2024
- Pension plan clients · unset to 5.0May 21, 2024 to Jul 8, 2024
- Discretionary RAUM · $0 to $162MMay 21, 2024 to Jul 8, 2024
- HNW RAUM · unset to 69977575.0May 21, 2024 to Jul 8, 2024
- Individual RAUM · unset to 85242345.0May 21, 2024 to Jul 8, 2024
- Non-discretionary RAUM · $0 to $9.3MMay 21, 2024 to Jul 8, 2024
Signals
1 dated events
- Inman Wealth Management, Llc filed its initial SEC registration (Form ADV)Feb 18, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- billie.keeslar@inmanjagerwm.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 601-602-3571reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 601-602-3867reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/inman-jager-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- inmanjagerwm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (601) 602-3571reportedpublic record, Form ADV, Feb 27, 2026
- Contact form
- inmanjagerwm.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $75.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026