Jvl Associates, Llc
- Regulatory AUM
- $784M
- Discretionary
- $758M
- Clients
- 186
- Avg AUM / client
- $4.2M
- Accounts
- 974
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 77 | $32.9M | 4.2% |
| High net worth individuals | 109 | $746M | 95.1% |
| Charitable organizations | Fewer than 5 clients | $5.1M | 0.65% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gerald Ray Vanderlugt | Partner | CFP | Oct 2002 (24y) | 75% or more |
| Matthew Jay Kunnen | Partner | CFP CFA | Nov 2013 (13y) | 5% – 10% |
| Chad Nathan Soukup | Partner | CFP CFA | Jan 2021 (6y) | 5% – 10% |
| Adam Jon Suwyn | Registered representative | CFP | Mar 2023 (3y) | |
| Shane Holcomb | Registered representative | CFP | Sep 2024 (2y) | |
| Nathan Holmes Lowe | Registered representative | CFP | Jan 2025 (2y) | |
| Haley Paige De Haan | Registered representative | CFP | Mar 2025 (1y) | |
| Gabriel Jon Newhof | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $664M (85% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗