Fee-only adviser · Plymouth, MI
JLB & Associates Inc
JLB & Associates Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Plymouth, Michigan. On its latest Form ADV, filed October 12, 2026, it reports $893M in regulatory assets under management, 291 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 104655 · SEC file 801-19434 |
| Office | 44670 Ann Arbor RD, Ste 190 Plymouth, MI 48170 |
| Phone | (734) 454-9191 |
| Website | www.jlbinvest.com |
| Regulatory assets under management | $893M ($838M discretionary) |
| Individual clients | 127 non-high-net-worth, 164 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Plymouth
- Gem Asset Management, LLC $628M
- Kral Financial Advisors, LLC $247M
- Autumn Financial Advisors, LLC $22M
- Voorman Investment Counsel LLC $24M
- Schwartz Investment Counsel Inc $3.7B
- Ipex, Inc. $2.7B
See all 7 fee-only advisers in Plymouth →
Nearby
- Canton 1 firm
- Northville 5 firms
- Ypsilanti 1 firm
- Novi 6 firms
- South Lyon 1 firm
- Livonia 5 firms
- Ann Arbor 20 firms
- Farmington Hills 4 firms
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