Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 61
Average Client Assets: $3 million
Frequently Asked Questions
FINANCIAL JUSTUS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336690), FINANCIAL JUSTUS is subject to fiduciary duty under federal law.
FINANCIAL JUSTUS serves 61 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL JUSTUS offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL JUSTUS manages $169 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, FINANCIAL JUSTUS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.91
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 300
Discretionary Accounts: 300
Regulatory Filings
CRD Number: 336690
Filing ID: 2046089
Last Filing Date: 2026-02-02 10:01:23