JOHN A. WOLFE & ASSOCIATES, INC.
CRD #110799 SEC #801-36076 PORTAGE, MI 269-324-1988
SEC Registered
Total AUM
$534.7M
Discretionary
$534.7M
Employees
3
Clients
--
Accounts
1,238
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JANICE, BLACK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERDINK, KEVIN, DEAN | I | VICE PRESIDENT | NA | |
| HAVERDINK, KEVIN, DEAN | I | VICE PRESIDENT | NA | |
| HAVERDINK, KEVIN, DEAN | I | VICE PRESIDENT | NA | |
| MILLER, GARLAND, J | I | CHAIRMAN EMERITUS | NA | |
| MILLER, GARLAND, J | I | CHAIRMAN EMERITUS | NA | |
| MILLER, GARLAND, J | I | CHAIRMAN EMERITUS | NA | |
| MILLER, GARLAND, J | I | CHAIRMAN EMERITUS | NA | |
| MILLER, GARLAND, J | I | CHAIRMAN EMERITUS | NA | |
| WOLFE, DIANE, KAY | I | CHAIRMAN & CEO | NA | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT | NA | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFE, DIANE, KAY | I | CHIEF COMPLIANCE OFFICER, CHAIRPERSON, CEO | D | Control |
| WOLFE, DIANE, KAY | I | CHIEF COMPLIANCE OFFICER, CHAIRPERSON, CEO | D | Control |
| WOLFE, DIANE, KAY | I | CHIEF COMPLIANCE OFFICER, CHAIRPERSON, CEO | D | Control |
| WOLFE, DIANE, KAY | I | CHAIRMAN & CEO | D | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | D | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | D | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | D | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | D | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT & CHIEF PORTFOLIO MANAGER | D | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT | D | Control |
| MILLER, GARLAND, J | I | CHAIRMAN EMERITUS | C | |
| WOLFE, DIANE, KAY | I | CHAIRMAN & CEO | C | Control |
| WOLFE, JOHN, ANTHONY | I | PRESIDENT | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WOLFE, DIANE, KAY | DE | DIANE KAY WOLFE TRUST | D | Control |
| WOLFE, DIANE, KAY | DE | DIANE KAY WOLFE TRUST | D | Control |
| WOLFE, DIANE, KAY | DE | DIANE KAY WOLFE TRUST | D | Control |
| WOLFE, DIANE, KAY | DE | DIANE KAY WOLFE TRUST | D | Control |
| WOLFE, JOHN ANTHONY | DE | JOHN ANTHONY WOLFE TRUST | D | Control |
| WOLFE, JOHN ANTHONY | DE | JOHN ANTHONY WOLFE TRUST | D | Control |
| WOLFE, JOHN ANTHONY | DE | JOHN ANTHONY WOLFE TRUST | D | Control |
| WOLFE, JOHN ANTHONY | DE | JOHN ANTHONY WOLFE TRUST | D | Control |
| WOLFE, JOHN ANTHONY | DE | JOHN ANTHONY WOLFE TRUST | D | Control |
| WOLFE, JOHN ANTHONY | DE | JOHN ANTHONY WOLFE TRUST | D | Control |
| MILLER, GARLAND, JACOB | DE | GARLAND J. MILLER TRUST | C | |
| WOLFE, DIANE, KAY | DE | DIANE KAY WOLFE TRUST | C | |
| WOLFE, JOHN ANTHONY | DE | JOHN ANTHONY WOLFE TRUST | C |
Registrations
Federal
IA
Nov 3, 2025 REGISTERED
Notice Filings (19)
AZ CA CO FL GA IL IN MD MI MN NC NH OH PA SC TX VA WA WI
Address
440 WEST CENTRE AVENUESUITE 4
PORTAGE, MI 49024-5357
United States
Phone: 269-324-1988