Jms Capital Group Wealth Services, Llc
- Regulatory AUM
- $174M
- Discretionary
- $136M
- Clients
- 419
- Avg AUM / client
- $415K
- Accounts
- 419
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 265 | $48.1M | 27.6% |
| High net worth individuals | 150 | $86.3M | 49.6% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 3 | $38.4M | 22.1% |
| Charitable organizations | 1 | $1.3M | 0.72% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Acutronic Company 401(k) Retirement Savings Plan The Acutronic Company | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Martin Schneider | President/Ceo | CFP | Jul 2015 (11y) | 75% or more of Jms Capital Group Llc (indirect) |
| Melissa Tsaggaris Corso | Chief Compliance Officer | Aug 2015 (11y) | Less than 5% | |
| Scott William Miller | Registered representative | CFP | Feb 2016 (10y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jms Capital Group, Llc | Owner / Holding Company | Jul 2015 | A | 75% or more |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Acutronic Company 401(k) Retirement Savings Plan | The Acutronic Company | 127 | $15.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.53 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
- • 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
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $129M (74% of AUM) Mar 2026
- Empower Financial Services, Inc. $38.4M (22% of AUM) Mar 2026
- Capital Group $4.6M (3% of AUM) Mar 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗