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FINANCIAL JUSTUS

· CRD 336690 · IAPD ↗ · 262-240-4002

$169.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — FINANCIAL JUSTUS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
March 2026 — FINANCIAL JUSTUS reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
December 2025 — FINANCIAL JUSTUS now reports custody of client assets ($61.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
July 2025 — FINANCIAL JUSTUS (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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