JT Stratford, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$955,356,972
Clients
1,238
Advisors
18
across 2 offices
About
JT Stratford provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, model-portfolio solutions and sub-advisory arrangements, and primarily uses a major custodian for client assets.
Advisers customize asset allocation and investment selection using a mix of fundamental, technical and charting analysis, with strategies that range from long-term buy-and-hold to more active trading including options and margin; clients also have access to alternative and private investment vehicles. The firm monitors third‑party model providers and sub-advisors as part of ongoing account reviews and has begun incorporating emerging technology (including AI tools) to support research and operational processes.
Compared with many peers, JT Stratford discloses a broader set of ancillary services and relationships: it offers access to a third‑party digital estate‑planning platform (with adviser read‑only access to client documents), several advisers maintain affiliated insurance agencies, and one adviser offers tax-preparation services through a separate firm—each disclosed as separate from advisory services. The firm also engages an external equity strategist to support portfolio analysis and provides managed-model options for employer retirement plans, features that are less common among similarly sized multi-team advisers managing over $1 billion in client assets.
Client services
Expertise
Occupation focus
Fee options
Flat fees up to $5,000 for standard financial plans; up to $50,000 or more for complex consulting; $750 flat fee for Wealth.com estate planning platform access
$0 - $999,999: 1.35% annually $1,000,000 - $4,999,999: 1.00% annually $5,000,000 - $9,999,999: 0.90% annually $10,000,000 - $24,999,999: 0.80% annually $25,000,000 - $49,999,999: 0.74% annually $50,000,000 - $100,000,000: 0.68% annually
$200 to $500 per hour for financial consulting services
Minimum fee: Certain accounts may require a minimum advisory fee or quarterly maintenance fee; specifics not clearly stated Fee-only: Financial consulting fees charged hourly ($200 to $500/hour) or flat fees (up to $5,000 for standard plans, $50,000+ for complex)
Main office
See office311 Green Street, Suite 100
Gainesville GA 30501
Advisors at this office
15
Offices (2)
Most active in
Alabama · Colorado · Florida · Georgia · Louisiana · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Echols Financial Services · Fiduciary Capital Stratford, LLC · Hames & Company · Jt Stratford, LLC · Retirement Resources, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
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