Jms Capital Group Wealth Services, LLC
Jms Capital Group Wealth Services, LLC is an SEC-registered mass-market adviser in Sewickley, PA with $174.0M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Jms Capital Group Wealth Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281325, SEC 801-106661, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $174.0M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Sewickley, PA
- Employees
- 4
- Clients
- 419
- CRD
- 281325
- Ownership
- SCHNEIDER, JOHN, MARTIN; CORSO, MELISSA, TSAGGARIS; JMS CAPITAL GROUP, LLC
How much AUM does Jms Capital Group Wealth Services, LLC have?
Jms Capital Group Wealth Services, LLC reported $174.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Jms Capital Group Wealth Services, LLC?
Disclosed owners and executives of Jms Capital Group Wealth Services, LLC include SCHNEIDER, JOHN, MARTIN, CORSO, MELISSA, TSAGGARIS, JMS CAPITAL GROUP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.