# J.W. Cole Advisors

J.W. Cole Advisors is a Bank / Wealth / Trust based in Tampa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Founded:** 1998
- **Assets under management:** $4.2B (Altss estimate)
- **Website:** https://jw-cole.com

## Regulatory record

- **CRD number:** 112294
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112294

## About

The firm is registered in the United States and categorizes its core activity as wealth management. Public detail remains thin: no founder, founding year, or named investment principals surfaced in this review. The Tampa headquarters establishes a Southeast US operational base, but no additional office locations are known. J.W. Cole Advisors is classified as a Bank/Wealth/Trust subtype. 2 billion asset base (Altss estimate), consistent with a mid-sized wealth platform. No direct-deal program, ticket sizes, preferred fund structures, or sector focus data have been published. Without a public website or LinkedIn presence captured in the source record, the specific asset-class mix and investment-stage coverage cannot be confirmed. No adjacent vehicles, philanthropic foundations, or operating-business relationships are documented. The most recent verifiable operational event could not be identified, as the firm has not made public disclosures through the channels consulted during this review.

## Sectors

- Financial Services
- Insurance
- Wealth Management

## Questions

### Who runs investment decisions at J.W. Cole Advisors?

J.W. Cole Advisors does not publicly name a CEO or investment committee. As an advisor‑platform firm, portfolio decisions are made by the individual affiliated financial professionals, not by a centralized CIO.

### How does J.W. Cole source proprietary deal flow?

The firm does not operate a proprietary deal‑sourcing or direct‑investment team. Its role is to provide compliance, technology, and practice management support; advisors source their own investment ideas through their existing client and market relationships.

### Which sectors does J.W. Cole explicitly avoid?

The firm does not publicly state any sector exclusions. Its multi‑custodial model means client exposure is determined by each advisor’s investment philosophy.

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/j-w-cole-advisors-jwca

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