# JESSUP WEALTH MANAGEMENT, INC.

JESSUP WEALTH MANAGEMENT, INC. of DAYTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 323035
- Type: SEC-registered investment adviser
- SEC file number: 801-127039
- Location: 35 PARK AVENUE, DAYTON, OH, 45419
- Phone: (937) 938-9105
- Latest filing: 2026-05-18
- Regulatory AUM: $360.2M
- Discretionary AUM: $360.2M
- Clients: 12
- Accounts: 916

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Matthew C Jessup | CEO, CCO, MANAGING PARTNER | — |
| Mark Jerome Mcevily | CIO, MANAGING PARTNER | — |
| JESSUP MATTHEW C | CEO, CCO, MANAGING PARTNER | — |
| MCEVILY MARK JEROME | CIO, MANAGING PARTNER | — |
| Matthew C. Jessup | CEO, CCO, MANAGING PARTNER; CEO, MANAGING PARTNER | Dayton, OH |
| Bryan Douglas Muench | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323035/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323035/similar
- Related entities: https://search.stillhousedata.com/firm/323035/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323035

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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.