RICHMOND, VACRD 336362Latest ADV February 12, 2026
Juno Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated February 12, 2026, reports $542M in regulatory assets under management, 8 employees, and 705 accounts.
Assets Under Management
$542M
Employees
8
Offices
--
Total Clients
321
Primary office
RICHMOND, VA
1802 BAYBERRY COURT, SUITE 203, RICHMOND, VA, United States
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
221
2
HNWI
26.2%
84
3
Pension Plans
5.0%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$542Mas of February 12, 2026
Discretionary100.0%
$542M
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$542M
Total Accounts705
10Y AUM Change+$542M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee40:1
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.