Jph Advisory Group, Inc. (Atlanta)

Name: Jph Advisory Group, Inc.
Address: 600 Galleria Parkway, Atlanta, GA, 30339
Telephone: 770-859-0076

Jph Advisory Group, Inc. is a large advisory firm based in Atlanta. It manages $167.2 million of regulatory assets for 782 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Georgia, Nebraska, and Texas.

Jph Advisory Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and wealth management. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jph Advisory Group: assets under management

The assets under management (AUM) of Jph Advisory Group, Inc. is $167.2 million. The firm's AUM has grown by 457% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $160.61 million in discretionary accounts and $6.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $470.71 thousand.

Jph Advisory Group has custody of $2.11 million in cash and securities for 17 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 87% of the total AUM. The second-largest asset type is exchange traded securities, which make up 8% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jph Advisory Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jonathan Paul Houk serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Jonathan Paul Houk is high net worth individuals with 64 clients and $126.14 million of assets under management. Among the 9 most similar advisory firms, Jph Advisory Group has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $167.2 million for 153 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jph Advisory Group doesn't advise any private funds.

Careers at Jph Advisory Group, Inc.

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jonathan Paul Houk has been acting as President since 1 Oct 1992. Curtis Alan Hearn joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Paul Houk	President	1 Oct 1992	75% - 100%	1403068
Jonathan Paul Houk	Chief compliance officer	1 Oct 2004	75% - 100%	1403068
Curtis Alan Hearn	Principal	1 Jun 2012	Other	5227599

Based in Atlanta

The principal office where Jph Advisory Group, Inc. performs its advisory services is located at 600 Galleria Parkway, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-859-0076 or by fax 770-859-0377. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at jphadvisory.com.