JANUARY CAPITAL ADVISORS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 177514
- Registered since
- October 16, 2017
- Website
- januarycapital.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.14%
- Individuals25.31%
- Corporations / Businesses8.53%
- Pension & Profit Sharing Plans6.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
January Capital Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2017. The firm is individually owned and charges clients a fee based on assets under management. Its client base includes both individuals and families as well as institutional relationships. Advisory services listed by the firm cover financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds75%
- Exchange Traded Equities13%
- Cash & Cash Equivalents8%
- Other2%
- US Government Bonds1%
Contacts
1 of 1JEFFREY HODGES
Managing PartnerCRD 5586331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$99.4M in ETFs
47%
$46.5M
44%
$52.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) | Capital Group | Active | Intermediate Core Plus Bond | $13.3M | 594,252 | 13.36% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 333 Bush St
- Time zone
- PT (UTC-8)
- Office locations
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