← Tributary

JACOBSON & SCHMITT ADVISORS, LLC

MIDDLETON, WI · CRD 140431 · IAPD ↗ · jandsadvisors.com · (608) 662-7500

$676.4MRegulatory AUM
12Advisory reps
15Employees
0Clients
251-500Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — JACOBSON & SCHMITT ADVISORS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — JACOBSON & SCHMITT ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — JACOBSON & SCHMITT ADVISORS, LLC crossed $500M in regulatory AUM ($461.2M -> $590.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
51
October 2024 — JACOBSON & SCHMITT ADVISORS, LLC notice-filed in GA, MI, NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — JACOBSON & SCHMITT ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — JACOBSON & SCHMITT ADVISORS, LLC reported RAUM up 27% ($364.4M -> $461.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.