Ejmk Ventures Llc
- Regulatory AUM
- $283M
- Discretionary
- $283M
- Clients
- 274
- Avg AUM / client
- $1.0M
- Accounts
- 927
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 165 | $68.3M | 24.1% |
| High net worth individuals | 102 | $210M | 74.4% |
| Pension and profit sharing plans | 7 | $4.0M | 1.41% |
| Corporations and other businesses | Fewer than 5 clients | $173K | 0.06% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alison Leigh Brandt | Registered representative | May 2025 (1y) | ||
| Colleen Nesslar | Registered representative | May 2025 (1y) | ||
| Gino Poli | Registered representative | CFP | May 2025 (1y) | |
| Jeffrey Thrana | Registered representative | CFP | May 2025 (1y) | |
| Matthew Kerry Mc Wherter | Registered representative | May 2025 (1y) | ||
| Mark Richard Stephens | Registered representative | CFP | May 2025 (1y) | |
| Shawn L Kennedy | Registered representative | May 2025 (1y) | ||
| Thomas Allan Parker | Registered representative | May 2025 (1y) | ||
| Ryan Richard Vance | Registered representative | CFA | Feb 2026 (0y) |
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) | 03/20/2026 | 1.03 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
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $283M (100% 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 20, 2026.
View current Form ADV (SEC/IAPD) ↗