Jackson Square Capital, Llc
- Regulatory AUM
- $564M
- Discretionary
- $521M
- Clients
- 631
- Avg AUM / client
- $894K
- Accounts
- 631
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $17.5M | 3.1% |
| High net worth individuals | 503 | $514M | 91.0% |
| Pension and profit sharing plans | 1 | $16 | 0.0% |
| Charitable organizations | 11 | $3.3M | 0.59% |
| Corporations and other businesses | 14 | $30.0M | 5.31% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Nextera Energy, Inc. Employee Retirement Savings Plan Nextera Energy, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Gilbert Graham | Chief Executive Officer | CFA | Mar 2019 (7y) | 75% or more |
| Stacy Sizemore | Chief Compliance Officer | May 2019 (7y) | Less than 5% | |
| Michael John Cordano | Registered representative | Mar 2019 (7y) | ||
| Jack Ian Mcroskey | Registered representative | Jul 2022 (4y) | ||
| Max Patrick O'rourke | Registered representative | Sep 2022 (4y) | ||
| Kristina Joy Constantino Torrealba | Registered representative | CFP | Jan 2025 (2y) |
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 |
|---|---|---|---|---|
| Nextera Energy, Inc. Employee Retirement Savings Plan | Nextera Energy, Inc. | 16,733 | $5.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 902 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Pershing $534M (95% of AUM) Mar 2026
- Charles Schwab & Co. $22.8M (5% of AUM) Feb 2025
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 25, 2026.
View current Form ADV (SEC/IAPD) ↗