J
JR Mesenburg and Associates, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$118,266,565
Clients
33
94% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
TypicalAverage account size
$3,583,835
About
The firm provides discretionary investment management and customized portfolio construction for individuals, corporations, pension and profit-sharing plans, trusts, and religious and charitable institutions, using a range of instruments including equities, fixed income, municipal securities, certificates of deposit, and investment company securities. It charges asset-based management fees and administers accounts on a discretionary basis.
Portfolios are tailored to each client’s stated goals, income needs, liquidity, tax considerations, time horizon, and risk tolerance, with regular reviews and recommendations for retirement and financial planning. The firm describes an active equity and fixed income approach that can employ up to five strategies and, depending on market conditions, may result in substantial turnover (the brochure notes up to 100% turnover over two to three years).
Compared with many peers, the firm manages a relatively concentrated client roster (33 clients) while overseeing approximately $118 million in discretionary assets, implying a higher assets-per-client profile and a relationship-oriented practice. The firm’s principal, with more than fifty years of experience and direct oversight of compliance and account reviews, executes most trades through major custodians and discloses no soft-dollar arrangements or receipt of third‑party economic benefits.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Fee options
$250,000 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.80% annually $5,000,000 - > $5,000,000: 0.50% annually
Account minimum: Negotiable (no specific dollar amount stated)
Main office location
JR Mesenburg and Associates, LLC
96 Northwoods Blvd.
Columbus OH 43235, United States
Number of offices
1
Most active in
JR Mesenburg and Associates, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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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