Overview
Assets Under Management: $186 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
JANUARY CAPITAL ADVISORS LLC 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 #177514), JANUARY CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
JANUARY CAPITAL ADVISORS LLC is headquartered in SAN FRANCISCO, CA.
JANUARY CAPITAL ADVISORS LLC serves 50 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, JANUARY CAPITAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
JANUARY CAPITAL ADVISORS LLC manages $186 million in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, JANUARY CAPITAL ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 550
Discretionary Accounts: 548
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 177514
Filing ID: 2033913
Last Filing Date: 2025-12-15 10:45:32
Website: 1