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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Eagle vertexMeridian
- Established Date
- 02-19-2018
- Office Locations
- 1
Office Locations
About Finivi Inc.
Finivi is an independent, fee-based, SEC-registered RIA providing fiduciary financial planning and investment management through its Family Wealth Services. The team coordinates a client’s full financial life via a single point of contact, using a goals-based, total-return approach to retirement portfolio and income planning with tax and legacy considerations. Content focus includes high-income professionals (e.g., physicians) and retirees, with custody at Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC CLEMENT JANSEN
Chief Compliance Officer, Chief Investment Officer, FOUNDER, Investment Advisor, President
- CRD
- #1719437
- Ownership
- 50% but less than 75%
STEVEN CRAIG JOHNSON
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #1995029
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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FREDERICK MARK LANE
Financial Advisor
- CRD
- #2282828
KATIE ELIZABETH MOORE
Wealth Advisor
- CRD
- #4685447
Oak crest
Timber catalyst value
- CRD
- #95015
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,441,911 | $331,524 |
| Non-Discretionary | $22,987,764 | $53,212 |
| Total | $308,429,675 | $238,538 |
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Separately Managed Accounts
Total SMA Asset: $308,429,675
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $92,064,819 | 13.9% |
| Public Funds | $98,688,187 | 14.9% |
| Cash | $131,142,692 | 19.8% |
| Corporate - Investment Grade | $241,090,605 | 36.4% |
| U.S. Government/Agency | $99,350,525 | 15.0% |
| Total | $662,336,828 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN PRIME SUMMIT | UNISON GLACIER | U5X9Y8KPB | JEU | 3.39% | $25,734,541 |
| OAK FOUNDATION | CAPITAL VALUE | MQ5EDD2LL | YWPYR | 9.92% | $113,519,778 |
| RIDGE LEGACY BEACON | FOCUS RIDGE | XMFQM0A3V | XGQZP | 4.64% | $104,649,659 |
| UNISON FUSION PATHWAY | RADIAL QUANTUM | OE651CFNN | JNGR | 8.90% | $60,885,614 |
| EMBER BEACON | EMBER PIONEER | PJJ15LE89 | ZDMP | 4.38% | $64,627,790 |
| EAGLE VECTOR | SUMMIT LEGACY | OQX5FNOVS | XGBX | 6.77% | $4,787,786 |
| FOUNDATION PIONEER SUMMIT | DELTA VERTEX | TWIC72KD9 | NHDDM | 9.73% | $54,433,972 |
| VERTEX OAK | VECTOR ALPHA | GQ79YLKAY | RPKV | 4.32% | $23,381,846 |