LP Profile

JT Stratford

Also known as jt stratford

Wealth ManagerGainesville, United StatesFounded 2010
$1.0B
Assets Under Management
Gainesville
Headquarters
Investment Focus

About JT Stratford

JT Stratford is a regional wealth management firm based in Gainesville, Georgia. The firm states that it was founded in 1995 and offers financial planning, tax planning and wealth management. As of 31 December 2025 it reported about $1 billion in client assets under advisement, more than 1,200 clients served and five locations. Its stated approach combines holistic financial planning aligned with clients' life goals, tax planning aimed at reducing liabilities, and a disciplined, personalized investment approach. The firm lists strategic partnerships with financial institutions and access to technology platforms and planning tools.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to JT Stratford from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.0B
Total Clients
2,734
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to JT Stratford across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is JT Stratford?

JT Stratford is a wealth manager based in Gainesville, United States, managing approximately $1.0B in assets.

Where is JT Stratford headquartered?

JT Stratford is headquartered in Gainesville, United States.

How much does JT Stratford manage?

JT Stratford manages approximately $1.0B in assets under management.

When was JT Stratford founded?

JT Stratford was founded in 2010.

How can I contact JT Stratford?

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