$15.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
134 ADV. Clients
11 yrs Firm Age
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- Custodian
- John Hancock ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2014
- Office Locations
- 1
Office Locations
600b Prestige Park Drive Suite 3 Hurricane WV
About JA Investment Management, LLC
JA Investment Management is an independent advisory firm in Hurricane, WV founded by John Arthur. It provides private asset management, financial planning, and 401(k) management with a one-on-one, education-forward approach. The retirement-plan practice emphasizes proactive participant outreach, ongoing employee education, daily monitoring, and quarterly compliance reviews. Portfolios are primarily ETF-based, alongside cash.
Team overview
46 AVG AGE
$15.3M AVG AUM / ADVISOR
$114.2K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN E ARTHUR
--
- CRD
- #4168978
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,300,000 | -- |
| Total | $15,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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