Jaykay Wealth Advisors, Inc.
- Regulatory AUM
- $174M
- Discretionary
- $174M
- Clients
- 139
- Avg AUM / client
- $1.3M
- Accounts
- 354
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $17.5M | 10.1% |
| High net worth individuals | 88 | $148M | 85.1% |
| Charitable organizations | Fewer than 5 clients | $1.0M | 0.58% |
| Corporations and other businesses | 0 | $7.4M | 4.24% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Star Pipe Products, Ltd. 401(k) Profit Sharing Plan Star Pipe Products, Ltd. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jayanth Rao Kabad | President And Chief Compliance Officer | CFP | Dec 2003 (23y) | 25% – 50% |
| Anasuya Kabad Meyer | Trustee | CFP | Apr 2015 (11y) | GP / trustee / elected manager of Anasuya Kabad Heritage Trust, Anasuya Kabad, Trustee (indirect) |
| Daniel Joseph Duckett | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Anasuya Kabad Heritage Trust, Anasuya Kabad, Trustee | Minority Owner | Feb 2020 | A | 25% – 50% |
Undisclosed: 0% – 50% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Star Pipe Products, Ltd. 401(k) Profit Sharing Plan | Star Pipe Products, Ltd. | 766 | $25.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 911 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
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $170M (98% of AUM) Apr 2026
- Sei Investments Distribution Co. $11.2M (7% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 01, 2026.
View current Form ADV (SEC/IAPD) ↗