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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
About January Capital Advisors LLC
January Capital Advisors is a San Francisco-based independent wealth design firm that designs, implements, and tracks values-aligned financial strategies for individuals and families. The team runs a detailed planning process and supports implementation with transparent performance and fee reporting, while curating guidance on market trends and tax and estate law changes. Portfolios are implemented primarily with ETFs and mutual funds, with Schwab as a key custodian.
Reported data analysis
What the numbers show
Between December 15, 2025 and March 31, 2026, reported AUM increased 3.7%, from $186.2M to $193.2M.
Across 5 reported observations, AUM increased 1.9% between March 30, 2022 and March 31, 2026, from $189.6M to $193.2M.
Of the latest reported AUM, 91.0% is discretionary and 9.0% is non-discretionary.
The firm reports 2 advisory representatives and 186 clients, or 93 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JEFFREY PAUL HODGES
Chief Compliance Officer, Managing Member
- CRD
- #5586331
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,896,588 | $379,906 |
| Non-Discretionary | $17,316,276 | $2,473,754 |
| Total | $193,212,864 | $411,091 |
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Separately Managed Accounts
SMA allocation detail is available
January Capital Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
January Capital Advisors LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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