Financial Justus

Overview

Financial Justus is an independent registered investment adviser organized as a limited liability company that focuses on advising individuals, families and small-business owners. The firm offers financial planning and discretionary portfolio management, charging a mix of percentage-of-AUM fees and fixed fees. Investment practice centers on pooled public vehicles—primarily mutual funds—rather than extensive direct equity trading, and the firm supplements core public-market exposure with allocations to third‑party alternative managers. Financial Justus does not position itself as an ESG-focused adviser and does not market pension consulting or multi-state advisory specialization.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices