January Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,104,892
Clients
180
Advisors
1
of 4 employees
About
January Capital Advisors provides investment advisory and retirement-plan services to individuals (including high-net-worth clients), trusts, corporations and plan sponsors. The firm offers discretionary and non-discretionary portfolio management, a sponsored wrap-fee program, and pension/retirement plan consulting and participant-level advice for ERISA-covered plans.
Its investment process relies on proprietary asset-allocation and risk-tolerance models that incorporate fundamental, technical and trend analysis to tailor portfolios across a range of risk profiles. Portfolios may employ a broad set of instruments — including options, futures and inverse ETFs — and the firm discloses the use of derivatives within separately managed accounts as part of its strategy and risk-management approach.
Noteworthy features include acting as the sponsor of a wrap-fee program (a relatively uncommon role among peers) and the explicit use of derivatives in managed accounts, which the brochure identifies and discusses in detail. The firm also provides a range of pension consulting services (including IPS development, DIA/QDIA recommendations and participant education), discloses staff insurance licensing, and reports conducting due diligence on service providers that use artificial intelligence.
Client services
Expertise
Fee options
Account minimum: $500,000
Main office
333 Bush Street, 4th Floor
San Francisco CA 94104
Advisors at this office
1
Most active in
Arizona · California · New Hampshire · New York · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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