# JACOBSON & SCHMITT ADVISORS, LLC

JACOBSON & SCHMITT ADVISORS, LLC of MIDDLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 140431
- Type: SEC-registered investment adviser
- SEC file number: 801-66735
- Location: 8333 GREENWAY BLVD, MIDDLETON, WI, 53562
- Phone: (608) 662-7500
- Latest filing: 2026-08-05
- Regulatory AUM: $676.4M
- Discretionary AUM: $676.4M
- Clients: 15
- Accounts: 1,292

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jason Nordeen Schmitt | MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR | — |
| Richard Jay Vanden Boogard | MEMBER, LEAD ADVISOR | — |
| Adam Christopher Sweet | PARTNER AND SENIOR PORTFOLIO MANAGER | — |
| JACOBSON MILTON ALLEN | MEMBER AND INVESTMENT ADVISER REPRESENTATIVE; MEMBER AND PRINCIPAL; MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE | — |
| SCHMITT JASON NORDEEN | MEMBER AND INVESTMENT ADVISER REPRESENTATIVE; MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE; MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR | — |
| VANDEN BOOGARD RICHARD JAY | MEMBER, INVESTMENT ADVISOR REPRESENATIVE; MEMBER, LEAD ADVISOR | — |
| Sweet Adam Christopher | PARTNER AND SENIOR PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140431/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140431/similar
- Related entities: https://search.stillhousedata.com/firm/140431/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140431

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.