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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
JEFFREY PAUL HODGES
Chief Compliance Officer, Managing Member
- CRD
- #5586331
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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