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SBJ CAPITAL

SPANOS BARBER JESSE & CO., LLC

CRD 293841 · SEC 801-126318

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2001 NORTH MAIN STREET, SUITE 650, WALNUT CREEK, CA, 94596, United States

Phone

415-848-1990

Fax

415-969-6803

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$749.4M

Discretionary AUM

$749.4M

Team

19 total employees; 14 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles15$749.4M

States served

CA, MN

All web addresses on file

Official SEC filing: View on IAPD