A complete list of active advisors currently associated with January Capital Advisors LLC

Warmer can help you find a great advisor at January Capital Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at January Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Hodges	San Francisco, CA	17

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support