SAN FRANCISCO, CACRD 177514Latest ADV March 31, 2026
January Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $193M in regulatory assets under management, 4 employees, 1 office, and 470 accounts.
Assets Under Management
$193M
Employees
4
Offices
1 office
Total Clients
186
Primary office
SAN FRANCISCO, CA
333 BUSH STREET, 4TH FLOOR, SAN FRANCISCO, CA, United States
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
135
2
HNWI
24.2%
45
3
Corporations
3.2%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of March 31, 2026
Discretionary91.0%
$176M
91% of total RAUM91.0%
Non-discretionary9.0%
$17M
9% of total RAUM9.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$193M
Total Accounts470
10Y AUM Change+$89M (+84.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
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.