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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)