Fee-only adviser · Orland Park, IL
JT Asset Allocation LLC
JT Asset Allocation LLC is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Orland Park, Illinois. On its latest Form ADV, filed March 19, 2026, it reports $2.9M in regulatory assets under management, 9 individual clients and 2 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 | State-registered: Illinois |
|---|---|
| Firm CRD number | 291390 · SEC file 801-117117 |
| Office | 10441 163rd Place Orland Park, IL 60467 |
| Phone | (312) 618-9298 |
| Website | Not listed |
| Regulatory assets under management | $2.9M |
| Individual clients | 9 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Orland Park
- Casey Wealth Management, Inc. $44M
- Quinn Financial Planning, LLC $96M
- Contour Financial $71M
- Wave & Breakout L.L.C. $2.8M
- Tomchaney Investment Services, Inc. $43M
See all 6 fee-only advisers in Orland Park →
Nearby
- Palos Heights 1 firm
- Mokena 1 firm
- Burr Ridge 1 firm
- Flossmoor 1 firm
- Homewood 1 firm
- New Lenox 1 firm
- Frankfort 2 firms
- Olympia Fields 1 firm
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