J
Jamerson-Crosby Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$800,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$200,000
About
Jamerson-Crosby Investment Advisors LLC provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm delivers individualized advice and portfolio oversight on a discretionary or non‑discretionary basis across securities such as stocks, bonds, mutual funds and options.
The firm’s investment process combines quantitative and economic analysis to identify securities it considers undervalued and to establish long‑term asset allocation, with ongoing monitoring and rebalancing. While generally oriented toward long‑term investing, the brochure notes that the adviser may recommend shorter‑term trading and, when suitable for a client, strategies that include margin or short sales.
Notably for a single‑advisor practice, the firm explicitly serves charitable and institutional‑type clients and states that services for nonprofit charitable organizations are provided free of charge. The owner’s Ph.D. in mathematics and concurrent role as a research scientist are described as underpinning the firm’s quantitative analytic approach.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $500,000: 0.5% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 1.0% $2,500,001+: 1.5%
Account minimum: No minimum to open or maintain advisory services; however, certain custodians may have account minimums.
Main office location
Jamerson-Crosby Investment Advisors LLC
Detroit MI, United States
Number of offices
1
Most active in
Jamerson-Crosby Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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