J.D.T. INC

J.D.T. INC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 146357). Regulatory assets under management: $158.7M.

Registration

• CRD: 146357
• SEC file number: 801-122790
• Type: Registered investment adviser
• Location: 444 LEWIS HARGETT CIRCLE, STE 125, LEXINGTON, KY, 40503
• Phone: 859-268-9200
• Latest filing: 2026-02-02
• Regulatory AUM: $158.7M
• Discretionary AUM: $151.9M
• Non-discretionary AUM: $6.9M
• Clients: 5
• Accounts: 668

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146357 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search