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Janian Investment Advisers, LLC

Janian Investment Advisers, LLC. CRD 164807

Janian Investment Advisers, LLC logo

CRD: 164807

Janian Investment Advisers, LLC

$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Vanguard
Clients
Retail
Platforms
--
Established Date
09-04-2012
Office Locations
1

Office Locations

4983 Sonoma Highway Suite A-4 Santa Rosa CA

About Janian Investment Advisers, LLC

Janian Investment Advisers is a boutique RIA providing portfolio management and financial planning, drawing on buy-side experience across sophisticated strategies. The firm emphasizes direct access to the investment decision-maker and low-overhead, competitive fees. Portfolios are ETF-centric with a meaningful allocation to U.S. government/agency bonds, custodied at Schwab, and cite a 15-year record of above-market returns.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $843.8K in reported AUM per client.

The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

54 AVG AGE
$27.0M AVG AUM / ADVISOR
$843.8K AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

JAMES W HAGUE

JAMES W HAGUE

Chief Compliance Officer, Founder

CRD
#2974990
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $27,000,000 --
Non-Discretionary $0 --
Total $27,000,000 --

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Separately Managed Accounts

SMA allocation detail is available

Janian Investment Advisers, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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