Jt Stratford, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 1,266
- Avg AUM / client
- $801K
- Accounts
- 2,734
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 297 positions, $785,561,605)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | RUS 1000 ETF | $49,918,462 | 140,000 | 6.35% | 4.92% |
| 2 | Ishares Tr | CORE UNIVRSL USD | $34,103,001 | 738,320 | 4.34% | 3.36% |
| 3 | Nvidia Corporation | COM | $25,421,453 | 145,765 | 3.24% | 2.51% |
| 4 | Invesco Qqq Tr | UNIT SER 1 | $25,198,452 | 43,658 | 3.21% | 2.48% |
| 5 | Spdr Index Shs Fds | STATE STREET SPD | $22,706,387 | 497,402 | 2.89% | 2.24% |
| 6 | Vanguard Specialized Funds | DIV APP ETF | $21,575,277 | 100,322 | 2.75% | 2.13% |
| 7 | Blackrock Etf Trust | ISHARES US EQUIT | $17,855,035 | 306,893 | 2.27% | 1.76% |
| 8 | Alphabet Inc | CAP STK CL A | $17,450,074 | 60,683 | 2.22% | 1.72% |
| 9 | Apple Inc | COM | $14,700,677 | 57,925 | 1.87% | 1.45% |
| 10 | Johnson & Johnson | COM | $14,582,313 | 59,656 | 1.86% | 1.44% |
| 11 | Ishares Tr | US TREAS BD ETF | $13,647,144 | 595,685 | 1.74% | 1.35% |
| 12 | Blackrock Etf Trust Ii | ISHARES FLEXIBLE | $12,405,713 | 238,893 | 1.58% | 1.22% |
| 13 | Amazon Com Inc | COM | $11,989,896 | 57,569 | 1.53% | 1.18% |
| 14 | Ishares Inc | EMNG MKTS EQT | $11,290,681 | 186,839 | 1.44% | 1.11% |
| 15 | Tesla Inc | COM | $11,115,325 | 29,900 | 1.42% | 1.1% |
| 16 | Microsoft Corp | COM | $10,952,065 | 29,587 | 1.39% | 1.08% |
| 17 | Ishares Tr | MBS ETF | $10,652,441 | 112,190 | 1.36% | 1.05% |
| 18 | Ishares Tr | CORE US AGGBD ET | $10,200,985 | 102,760 | 1.3% | 1.01% |
| 19 | Meta Platforms Inc | CL A | $10,050,036 | 17,566 | 1.28% | 0.99% |
| 20 | Vanguard Scottsdale Fds | INT-TERM CORP | $10,021,560 | 121,106 | 1.28% | 0.99% |
| 21 | Ishares Tr | CORE S&P500 ETF | $9,543,355 | 14,610 | 1.21% | 0.94% |
| 22 | Spdr Series Trust | STATE STREET SPD | $9,344,164 | 101,966 | 1.19% | 0.92% |
| 23 | Jpmorgan Chase & Co | COM | $8,990,265 | 30,563 | 1.14% | 0.89% |
| 24 | Walmart Inc | COM | $7,493,530 | 60,296 | 0.95% | 0.74% |
| 25 | Blackrock Etf Trust | ISHARES A I INNO | $6,834,192 | 207,411 | 0.87% | 0.67% |
Top 25 of 297 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 977 | $298M | 29.4% |
| High net worth individuals | 261 | $657M | 64.8% |
| Pension and profit sharing plans | 18 | $50.9M | 5.02% |
| Charitable organizations | 6 | $1.8M | 0.17% |
| Corporations and other businesses | 4 | $6.2M | 0.61% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dwayne Todd Ferguson | President/Managing Member | Jun 2010 (16y) | 75% or more | |
| Amanda Sikes Bruner | Chief Compliance Officer | Sep 2014 (12y) | Less than 5% | |
| Bryan Mark Hogan | Registered representative | Feb 2011 (15y) | ||
| Gregory Counts Wilson | Registered representative | Feb 2011 (15y) | ||
| Mark Edward Gibbs | Registered representative | CFP | Mar 2015 (11y) | |
| Edwin Leonard Robins | Registered representative | Chartered Financial Consultant | Jun 2015 (11y) | |
| James Anthony Davenport | Registered representative | Nov 2015 (11y) | ||
| Gary Frank Klaric | Registered representative | Apr 2019 (7y) | ||
| Carter Stephen Lievens | Registered representative | CFP | Nov 2020 (6y) | |
| Travis Gerald Echols | Registered representative | Jun 2022 (4y) | ||
| James Musgrove Eggers | Registered representative | Personal Financial Specialist | Mar 2023 (3y) | |
| Augustus Grant Hames | Registered representative | Aug 2024 (2y) | ||
| James Ryan Davenport | Registered representative | Sep 2024 (2y) | ||
| Colby Michael James | Registered representative | Aug 2025 (1y) | ||
| Palmer Gray Ferguson | Registered representative | Oct 2025 (1y) | ||
| John Mark Thompson | Registered representative | Oct 2025 (1y) | ||
| Hunter Blake Parker | Registered representative | CFA | Dec 2025 (1y) | |
| Thomas Ashcraft Sherrill | Registered representative | Feb 2026 (1y) |
Undisclosed: 0% – 25% 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) | 03/31/2026 | 1.02 MB | 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $961M (95% of AUM) Mar 2026
- National Financial Services (Fidelity) $27.1M (9% of AUM) Apr 2019
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗