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JANUARY CAPITAL ADVISORS LLC
CRD 177514 · SEC 801-111841
333 BUSH STREET, 4TH FLOOR, SAN FRANCISCO, CA, 94104, United States
Phone
415-494-2790
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.2M
Discretionary AUM
$175.9M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $48.9M |
| High net worth individuals | 45 | $116.2M |
| Corporations/business entities | 6 | $16.5M |
States served
AZ, CA, NY, OR, TX, NH
All web addresses on file
Official SEC filing: View on IAPD