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 RIA organized as an LLC and founded in 2017. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm does not classify itself as an ESG-focused allocator and is not set up as a multi-state or related adviser.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities13%
- Cash & Cash Equivalents8%
- Other2%
- US Government Bonds1%
Owners & executives
1 of 1
Jeffrey Hodges
Managing Partner and Chief Compliance OfficerCRD 5586331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$178M in ETFs
77%
$136M
17%
$41.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $12.6M | 159,214 | 7.11% |
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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