JANIAN INVESTMENT ADVISERS, LLC

RIASEC Registered
Total AUM
$27M
Discretionary
$27M
100% of AUM
Avg account
$844K
Accounts
32
Employees
1
Advisory reps
1

Firm details

Headquarters
SANTA ROSA, California
CRD number
164807
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 20%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%70%
  • Exchange Traded Equities70%
  • US Government Bonds20%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • JAMES HAGUE

    Investment ManagerCRD 2974990

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth