JANIAN INVESTMENT ADVISERS, LLC
Firm details
- Headquarters
- SANTA ROSA, California
- CRD number
- 164807
- Website
- www.janianinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI81.48%
- Individuals18.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Janian Investment Advisers, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm acts as a capital allocator, favoring equity-centric portfolios while also incorporating third‑party alternative managers where appropriate. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Fee arrangements include a percentage-of-AUM schedule and the ability to charge performance‑based fees for certain client relationships. The firm is not positioned as an ESG investor and does not report multi‑state advisory registration. Given the small total asset base and the emphasis on exchange‑traded equities, Janian appears to run relatively liquid, equity-focused strategies supplemented by select allocations to less liquid alternative managers to broaden return drivers and risk diversification.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities70%
- US Government Bonds20%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1JAMES HAGUE
Investment ManagerCRD 2974990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA ROSA, CA
SONOMA
Location
SANTA ROSA, CA
Headquartered in SANTA ROSA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SONOMA
- Address
- 4983 Sonoma Hwy
- Time zone
- PT (UTC-8)
- Office locations
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