Inman Jager Wealth Management, Llc
- Regulatory AUM
- $225M
- Discretionary
- $212M
- Clients
- 246
- Avg AUM / client
- $915K
- Accounts
- 781
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Investments (13F portfolio — 84 positions, $171,138,309)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | COM | $16,896,410 | 45,645 | 9.87% | 7.51% |
| 2 | Ishares Tr | CORE S&P500 ETF | $16,277,375 | 24,919 | 9.51% | 7.23% |
| 3 | Ssga Active Etf Tr | STATE STREET DOU | $6,683,619 | 168,226 | 3.91% | 2.97% |
| 4 | Spdr Series Trust | STATE STREET SPD | $5,437,129 | 96,096 | 3.18% | 2.42% |
| 5 | Spdr Series Trust | STATE STREET SPD | $5,344,129 | 54,582 | 3.12% | 2.38% |
| 6 | Vanguard Bd Index Fds | TOTAL BND MRKT | $5,261,652 | 71,451 | 3.07% | 2.34% |
| 7 | Ishares Tr | CORE MSCI INTL | $4,158,861 | 49,765 | 2.43% | 1.85% |
| 8 | Ishares Tr | CORE S&P MCP ETF | $4,140,737 | 61,317 | 2.42% | 1.84% |
| 9 | Ishares Tr | RUSSELL 2000 ETF | $4,042,400 | 16,300 | 2.36% | 1.8% |
| 10 | Chevron Corporation | COM | $4,017,377 | 19,417 | 2.35% | 1.79% |
| 11 | Ishares Tr | SELECT DIVID ETF | $3,798,725 | 25,089 | 2.22% | 1.69% |
| 12 | Schwab Strategic Tr | INT-TRM U.S TRES | $3,726,865 | 149,613 | 2.18% | 1.66% |
| 13 | Ishares Tr | CORE MSCI EAFE | $3,515,551 | 38,833 | 2.05% | 1.56% |
| 14 | Vanguard Scottsdale Fds | INT-TERM CORP | $3,096,706 | 37,422 | 1.81% | 1.38% |
| 15 | Caterpillar Inc | COM | $3,072,591 | 4,337 | 1.8% | 1.37% |
| 16 | Ishares Tr | MSCI EMG MKT ETF | $2,994,253 | 52,725 | 1.75% | 1.33% |
| 17 | Ishares Tr | MSCI EAFE ETF | $2,814,147 | 28,973 | 1.64% | 1.25% |
| 18 | Ishares Inc | CORE MSCI EMKT | $2,744,384 | 39,346 | 1.6% | 1.22% |
| 19 | Exxon Mobil Corp | COM | $2,742,724 | 16,166 | 1.6% | 1.22% |
| 20 | Jpmorgan Chase & Co | COM | $2,549,779 | 8,668 | 1.49% | 1.13% |
| 21 | Southern Co | COM | $2,546,101 | 26,379 | 1.49% | 1.13% |
| 22 | Vanguard Admiral Fds Inc | SMLCP 600 VAL | $2,490,493 | 24,479 | 1.46% | 1.11% |
| 23 | Apple Inc | COM | $2,488,411 | 9,805 | 1.45% | 1.11% |
| 24 | Lockheed Martin Corp | COM | $2,409,703 | 3,987 | 1.41% | 1.07% |
| 25 | Merck & Co Inc | COM | $2,323,642 | 19,317 | 1.36% | 1.03% |
Top 25 of 84 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) | 177 | $68.4M | 30.4% |
| High net worth individuals | 62 | $138M | 61.3% |
| Pension and profit sharing plans | 7 | $12.8M | 5.7% |
| Charitable organizations | Fewer than 5 clients | $3.5M | 1.55% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 1.07% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher David Inman | Managing Principal | CFP | Jan 2024 (3y) | 50% – 75% |
| Jason Michael Jager | Partner And Chief Compliance Officer | CFP | Jan 2024 (3y) | 25% – 50% |
| Henry Jackson Mc Call | Registered representative | Feb 2026 (0y) |
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) | 02/27/2026 | 917 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Raymond James $217M (97% of AUM) Feb 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: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗