$169.3M Total AUM
$169.3M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital pioneer
- Established Date
- 06-23-2025
- Office Locations
- 1
Office Locations
-- Racine WI
About Financial Justus
Financial Justus LLC is a Racine, WI–based retail RIA providing financial planning, estate planning, insurance guidance, and portfolio construction. Portfolios primarily use public funds with some U.S. government/agency bond exposure and limited ETF usage. Custody is through Charles Schwab. Founded in 2025 and led by managing member/CCO Justus Baron Morgan.
Team overview
45 AVG AGE
$169.3M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Legacy vertex Summit
Custodian
Oak
Investment Vehicles
Crest peak
Services
Focus ridge Momentum pioneer Radial Peak radial
Technology
Foundation oak
Owner & Executives
JUSTUS BARON MORGAN MR.
Chief Compliance Officer, Managing Member
- CRD
- #4697511
- Ownership
- 75% or more
(412) 560-8273
atlas.quantum@harborcapital.com
in linkedin.com/in/momentum-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,301,719 | $564,339 |
| Non-Discretionary | $0 | -- |
| Total | $169,301,719 | $564,339 |
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Separately Managed Accounts
Total SMA Asset: $169,301,719
Public Funds:
22.2% U.S. Government/Agency:
9.4% Cash:
43.4% Equity - Exchange:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $897,951,538 | 22.2% |
| U.S. Government/Agency | $380,213,714 | 9.4% |
| Cash | $1,755,454,809 | 43.4% |
| Equity - Exchange | $1,011,206,687 | 25.0% |
| Total | $4,044,826,748 | 100.0% |