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JACKSON HOLE CAPITAL PARTNERS, LLC

TULSA, OK · CRD 285978 · IAPD ↗ · jacksonholepartners.com · 918-879-4698

$1.09BRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
8Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2026 — JACKSON HOLE CAPITAL PARTNERS, LLC (TULSA, OK) left the SEC roster (was $1.09B RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
April 2026 — JACKSON HOLE CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($967.5M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
67
April 2025 — JACKSON HOLE CAPITAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — JACKSON HOLE CAPITAL PARTNERS, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — JACKSON HOLE CAPITAL PARTNERS, LLC reported RAUM up 45% ($593.6M -> $862.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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