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JANUARY CAPITAL ADVISORS LLC

SAN FRANCISCO, CA · CRD 177514 · IAPD ↗ · 415-494-2790

$193.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
April 2024 — JANUARY CAPITAL ADVISORS LLC notice-filed in AZ, NY, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — JANUARY CAPITAL ADVISORS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — JANUARY CAPITAL ADVISORS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.