ROSEBURG, ORCRD 155113Latest ADV February 19, 2026
Littlejohn Financial Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Roseburg, OR. Its latest Form ADV filing, dated February 19, 2026, reports $171M in regulatory assets under management, 8 employees, 1 office, and 1,236 accounts.
Assets Under Management
$171M
Employees
8
Offices
1 office
Total Clients
560
Primary office
ROSEBURG, OR
2000 WEST HARVARD AVENUE, SUITE 100, ROSEBURG, OR, United States
Top client segmentIndividuals represent 92.1% of total clients.
Top client categories% of clientsClients
1
Individuals
92.1%
516
2
HNWI
7.0%
39
3
Charitable
0.9%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of February 19, 2026
Discretionary100.0%
$171M
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.
Total AUM$171M
Total Accounts1,236
10Y AUM Change+$60M (+53.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee70:1
10Y Employee Change+1 (+14.3%)
* 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.