Jhm Consulting, Inc. (Austin)

Name: Jhm Consulting, Inc.
Address: 7200 N. Mopac, Suite 315, Austin, TX, 78731
Telephone: 512-453-6622

Jhm Consulting, Inc. is a large advisory firm based in Austin. It manages $156.09 million of regulatory assets for 793 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.

Jhm Consulting provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jhm Consulting: assets under management

The assets under management (AUM) of Jhm Consulting, Inc. is $156.09 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $114.08 million in discretionary accounts and $42.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.7 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $244.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jhm Consulting, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jhm Consulting, Inc.

John Henry Mcdonald has been acting as President since 1 Nov 1987. Matthew Thomas Reading has served as the Chief Investment Officer since 1 Sep 1997. William Eric Hehman joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Henry Mcdonald	President	1 Nov 1987	50% - 75%	721378
Matthew Thomas Reading	Chief investment officer	1 Sep 1997	Other	2119626
William Eric Hehman	Chief financial officer	1 Jul 2000	Other	4340147

Based in Austin

The principal office where Jhm Consulting, Inc. performs its advisory services is located at 7200 N. Mopac, Suite 315, Austin, TX 78731, which is also the mailing address of the firm. An additional office of the firm is in Georgetown, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-453-6622 or by fax 512-453-4253. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.austinassetmanagement.com.