Jh Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salem, OR. Its latest Form ADV filing, dated March 9, 2026, reports $212M in regulatory assets under management, 4 employees, and 414 accounts.
Top client segmentIndividuals represent 44.1% of total clients.
Top client categories% of clientsClients
1
Individuals
44.1%
64
2
HNWI
40.0%
58
3
Pension Plans
13.1%
19
4
Corporations
2.1%
3
5
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of March 9, 2026
Discretionary100.0%
$212M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$212M
Total Accounts414
10Y AUM Change+$102M (+93.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee36:1
10Y Employee Change-2 (-33.3%)
* 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.