JACOBSON & SCHMITT ADVISORS, LLC
CRD #140431 SEC #801-66735 MIDDLETON, WI (608) 662-7500
SEC Registered
Total AUM
$590M
Discretionary
$590M
Employees
15
Clients
251
Accounts
1,149
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $590M | $590M | $0 | 15 | 0 |
| Mar 2025 | $590M | $590M | $0 | 15 | 0 |
| Sep 2024 | $461.2M | $461.2M | $0 | 14 | 0 |
| Sep 2024 | $461.2M | $461.2M | $0 | 14 | 0 |
| Mar 2024 | $461.2M | $461.2M | $0 | 14 | 0 |
| Sep 2023 | $364.4M | $364.4M | $0 | 12 | 0 |
| Sep 2023 | $364.4M | $364.4M | $0 | 12 | 0 |
| Mar 2023 | $364.4M | $364.4M | $0 | 12 | 0 |
| Mar 2022 | $456.3M | $456.3M | $0 | 13 | 0 |
| Mar 2021 | $354.3M | $354.3M | $0 | 9 | 0 |
| Oct 2020 | $267.1M | $257.9M | $9.2M | 7 | 0 |
| Jun 2020 | $267.1M | $257.9M | $9.2M | 7 | 0 |
| Jun 2020 | $267.1M | $257.9M | $9.2M | 7 | 0 |
| Mar 2020 | $267.1M | $257.9M | $9.2M | 7 | 0 |
| Nov 2019 | $188.5M | $188.5M | $0 | 7 | 0 |
| Nov 2019 | $188.5M | $188.5M | $0 | 7 | 0 |
| Jul 2019 | $188.5M | $188.5M | $0 | 7 | 0 |
| Mar 2019 | $188.5M | $188.5M | $0 | 7 | 0 |
| Jun 2018 | $190.9M | $190.9M | $0 | 8 | 1 |
| Mar 2018 | $190.9M | $190.9M | $0 | 8 | 1 |
| Jul 2017 | $162.6M | $162.6M | $0 | 5 | 200 |
| May 2017 | $162.6M | $162.6M | $0 | 5 | 200 |
| Apr 2017 | $162.6M | $162.6M | $0 | 5 | 200 |
| Apr 2017 | $162.6M | $162.6M | $0 | 5 | 200 |
| Mar 2017 | $162.6M | $162.6M | $0 | 5 | 200 |
| Jun 2016 | $151.2M | $151.2M | $0 | 5 | 200 |
| May 2016 | $151.2M | $151.2M | $0 | 5 | 200 |
| May 2016 | $151.2M | $151.2M | $0 | 5 | 200 |
| Apr 2016 | $151.2M | $151.2M | $0 | 5 | 200 |
| Mar 2016 | $151.2M | $151.2M | $0 | 5 | 200 |
| Dec 2015 | $144.7M | $144.7M | $0 | 5 | 200 |
| Jun 2015 | $144.7M | $144.7M | $0 | 5 | 200 |
| May 2015 | $144.7M | $144.7M | $0 | 5 | 200 |
| Apr 2015 | $144.7M | $144.7M | $0 | 5 | 200 |
| Mar 2014 | $137.5M | $137.5M | $0 | 4 | 200 |
| Apr 2013 | $112.7M | $112.7M | $0 | 4 | 150 |
| Oct 2012 | $102.3M | $102.3M | $0 | 1 | 150 |
| Aug 2012 | $102.3M | $102.3M | $0 | 1 | 150 |
| Mar 2012 | $102.3M | $102.3M | $0 | 1 | 150 |
| Nov 2011 | $94M | $94M | $0 | 1 | 101 |
| Aug 2010 | $76M | $76M | $0 | 5 | -- |
| Apr 2009 | $67.9M | $67.9M | $0 | 5 | -- |
| Jan 2008 | $87.5M | $87.5M | $0 | 5 | -- |
| Apr 2007 | $64.7M | $64.7M | $0 | 5 | -- |
| Feb 2007 | $64.7M | $64.7M | $0 | 5 | -- |
| Jan 2007 | $35.7M | $35.7M | $0 | 5 | -- |
DateOct 2025
Total AUM$590M
Discretionary$590M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$590M
Discretionary$590M
Non-Disc.$0
Employees15
Clients0
DateSep 2024
Total AUM$461.2M
Discretionary$461.2M
Non-Disc.$0
Employees14
Clients0
DateSep 2024
Total AUM$461.2M
Discretionary$461.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$461.2M
Discretionary$461.2M
Non-Disc.$0
Employees14
Clients0
DateSep 2023
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$456.3M
Discretionary$456.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$267.1M
Discretionary$257.9M
Non-Disc.$9.2M
Employees7
Clients0
DateJun 2020
Total AUM$267.1M
Discretionary$257.9M
Non-Disc.$9.2M
Employees7
Clients0
DateJun 2020
Total AUM$267.1M
Discretionary$257.9M
Non-Disc.$9.2M
Employees7
Clients0
DateMar 2020
Total AUM$267.1M
Discretionary$257.9M
Non-Disc.$9.2M
Employees7
Clients0
DateNov 2019
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees8
Clients1
DateMar 2018
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees8
Clients1
DateJul 2017
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees5
Clients200
DateMay 2017
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees5
Clients200
DateApr 2017
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees5
Clients200
DateApr 2017
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees5
Clients200
DateMar 2017
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees5
Clients200
DateJun 2016
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees5
Clients200
DateMay 2016
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees5
Clients200
DateMay 2016
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees5
Clients200
DateApr 2016
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees5
Clients200
DateDec 2015
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees5
Clients200
DateJun 2015
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees5
Clients200
DateMay 2015
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees5
Clients200
DateApr 2015
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees4
Clients200
DateApr 2013
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees4
Clients150
DateOct 2012
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees1
Clients150
DateAug 2012
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees1
Clients150
DateMar 2012
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees1
Clients150
DateNov 2011
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees1
Clients101
DateAug 2010
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$87.5M
Discretionary$87.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$64.7M
Discretionary$64.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$64.7M
Discretionary$64.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$35.7M
Discretionary$35.7M
Non-Disc.$0
Employees5
Clients--