VIRGINIA BEACH, VACRD 116460Latest ADV March 12, 2026
Jjsa Advisors, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated March 12, 2026, reports $154M in regulatory assets under management, 2 employees, and 587 accounts.
Assets Under Management
$154M
Employees
2
Offices
--
Total Clients
218
Primary office
VIRGINIA BEACH, VA
4456 CORPORATION LANE, SUITE 112, VIRGINIA BEACH, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
172
2
HNWI
21.1%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of March 12, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$154M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$154M
Total Accounts587
10Y AUM Change+$26M (+20.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee109:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.