Financial Justus
Firm details
- Headquarters
- ,
- CRD number
- 336690
- Registered since
- June 23, 2025
- Website
- financialjustus.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.91%
- Individuals3.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Justus is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2025. The firm is owner-operated and focuses on individual and family clients, providing financial planning and portfolio management services (including work with small businesses). Its billing blends percentage-of-AUM fees with fixed fees. Financial Justus does not position itself as a capital allocator, does not offer pension consulting, and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- US Government Bonds8%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Justus Morgan
Chief Compliance OfficerCRD 4697511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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