JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD #116091 SEC #801-61445 MONTGOMERY, AL (334) 834-7660
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
14
Clients
0
Accounts
2,370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.7B | $1.7B | $15.4M | 14 | 0 |
| Mar 2025 | $1.7B | $1.7B | $15.4M | 14 | 0 |
| Oct 2024 | $1.5B | $1.5B | $14.2M | 15 | 0 |
| Mar 2024 | $1.5B | $1.5B | $14.2M | 15 | 0 |
| Jan 2024 | $1.3B | $1.3B | $16.9M | 17 | 0 |
| Aug 2023 | $1.3B | $1.3B | $16.9M | 17 | 0 |
| Mar 2023 | $1.3B | $1.3B | $16.9M | 17 | 0 |
| Mar 2022 | $1.4B | $1.4B | $19M | 15 | 0 |
| Mar 2021 | $1.1B | $1.1B | $22.6M | 15 | 0 |
| Aug 2020 | $1.1B | $1.1B | $16.7M | 15 | 0 |
| Jun 2020 | $1.1B | $1.1B | $16.7M | 15 | 0 |
| Mar 2020 | $1.1B | $1.1B | $16.7M | 15 | 0 |
| Mar 2019 | $890.3M | $875.7M | $14.7M | 16 | 0 |
| Aug 2018 | $987.7M | $974M | $13.7M | 15 | 0 |
| Mar 2018 | $987.7M | $974M | $13.7M | 15 | 0 |
| Mar 2017 | $832.1M | $820.2M | $12M | 16 | 600 |
| Jan 2017 | $754.3M | $740.1M | $14.2M | 15 | 600 |
| Nov 2016 | $754.3M | $740.1M | $14.2M | 15 | 600 |
| Mar 2016 | $754.3M | $740.1M | $14.2M | 15 | 600 |
| Mar 2015 | $821.4M | $806.9M | $14.4M | 15 | 500 |
| Mar 2014 | $777.5M | $763.5M | $14.1M | 15 | 400 |
| Nov 2013 | $683.5M | $671.3M | $12.1M | 14 | 400 |
| Mar 2013 | $683.5M | $671.3M | $12.1M | 14 | 400 |
| Aug 2012 | $549.2M | $538M | $11.2M | 11 | 400 |
| Mar 2012 | $549.2M | $538M | $11.2M | 11 | 400 |
| Aug 2011 | $564.9M | $551.5M | $13.4M | -- | -- |
| Apr 2011 | $564.9M | $551.5M | $13.4M | -- | -- |
| Mar 2011 | $564.9M | $551.5M | $13.4M | -- | -- |
| Apr 2009 | $407.1M | $402.1M | $4.9M | 10 | -- |
| Mar 2009 | $407.1M | $402.1M | $4.9M | 10 | -- |
| Sep 2008 | $582M | $579.4M | $2.6M | 10 | -- |
| Mar 2007 | $516.7M | $511.6M | $5.1M | 10 | -- |
| Jan 2007 | $415.3M | $361.6M | $53.7M | 10 | -- |
| Jan 2007 | $415.3M | $361.6M | $53.7M | 10 | -- |
| Dec 2006 | $415.3M | $361.6M | $53.7M | 10 | -- |
| Mar 2006 | $415.3M | $361.6M | $53.7M | 10 | -- |
| Aug 2004 | $242.4M | $37M | $205.4M | 10 | -- |
| Aug 2004 | $242.4M | $37M | $205.4M | 10 | -- |
DateMay 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$15.4M
Employees14
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$15.4M
Employees14
Clients0
DateOct 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$14.2M
Employees15
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$14.2M
Employees15
Clients0
DateJan 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$16.9M
Employees17
Clients0
DateAug 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$16.9M
Employees17
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$16.9M
Employees17
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19M
Employees15
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22.6M
Employees15
Clients0
DateAug 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$16.7M
Employees15
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$16.7M
Employees15
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$16.7M
Employees15
Clients0
DateMar 2019
Total AUM$890.3M
Discretionary$875.7M
Non-Disc.$14.7M
Employees16
Clients0
DateAug 2018
Total AUM$987.7M
Discretionary$974M
Non-Disc.$13.7M
Employees15
Clients0
DateMar 2018
Total AUM$987.7M
Discretionary$974M
Non-Disc.$13.7M
Employees15
Clients0
DateMar 2017
Total AUM$832.1M
Discretionary$820.2M
Non-Disc.$12M
Employees16
Clients600
DateJan 2017
Total AUM$754.3M
Discretionary$740.1M
Non-Disc.$14.2M
Employees15
Clients600
DateNov 2016
Total AUM$754.3M
Discretionary$740.1M
Non-Disc.$14.2M
Employees15
Clients600
DateMar 2016
Total AUM$754.3M
Discretionary$740.1M
Non-Disc.$14.2M
Employees15
Clients600
DateMar 2015
Total AUM$821.4M
Discretionary$806.9M
Non-Disc.$14.4M
Employees15
Clients500
DateMar 2014
Total AUM$777.5M
Discretionary$763.5M
Non-Disc.$14.1M
Employees15
Clients400
DateNov 2013
Total AUM$683.5M
Discretionary$671.3M
Non-Disc.$12.1M
Employees14
Clients400
DateMar 2013
Total AUM$683.5M
Discretionary$671.3M
Non-Disc.$12.1M
Employees14
Clients400
DateAug 2012
Total AUM$549.2M
Discretionary$538M
Non-Disc.$11.2M
Employees11
Clients400
DateMar 2012
Total AUM$549.2M
Discretionary$538M
Non-Disc.$11.2M
Employees11
Clients400
DateAug 2011
Total AUM$564.9M
Discretionary$551.5M
Non-Disc.$13.4M
Employees--
Clients--
DateApr 2011
Total AUM$564.9M
Discretionary$551.5M
Non-Disc.$13.4M
Employees--
Clients--
DateMar 2011
Total AUM$564.9M
Discretionary$551.5M
Non-Disc.$13.4M
Employees--
Clients--
DateApr 2009
Total AUM$407.1M
Discretionary$402.1M
Non-Disc.$4.9M
Employees10
Clients--
DateMar 2009
Total AUM$407.1M
Discretionary$402.1M
Non-Disc.$4.9M
Employees10
Clients--
DateSep 2008
Total AUM$582M
Discretionary$579.4M
Non-Disc.$2.6M
Employees10
Clients--
DateMar 2007
Total AUM$516.7M
Discretionary$511.6M
Non-Disc.$5.1M
Employees10
Clients--
DateJan 2007
Total AUM$415.3M
Discretionary$361.6M
Non-Disc.$53.7M
Employees10
Clients--
DateJan 2007
Total AUM$415.3M
Discretionary$361.6M
Non-Disc.$53.7M
Employees10
Clients--
DateDec 2006
Total AUM$415.3M
Discretionary$361.6M
Non-Disc.$53.7M
Employees10
Clients--
DateMar 2006
Total AUM$415.3M
Discretionary$361.6M
Non-Disc.$53.7M
Employees10
Clients--
DateAug 2004
Total AUM$242.4M
Discretionary$37M
Non-Disc.$205.4M
Employees10
Clients--
DateAug 2004
Total AUM$242.4M
Discretionary$37M
Non-Disc.$205.4M
Employees10
Clients--