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Littlejohn Financial Services INC

Littlejohn Financial Services INC. CRD 155113

Littlejohn Financial Services INC logo

CRD: 155113

Littlejohn Financial Services INC

Roseburg, OR, 97471
5413750898
littlejohnfs.com
$171.3M Total AUM
$171.3M Disc. AUM
9.1% 3Y CAGR
8 Employees
568 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Wells Fargo
Clients
Retail and Institutional
Platforms
Beacon valueCrest +more
Established Date
11-16-2010
Office Locations
2

Office Locations

1695 Commercial St. SE Salem OR
2000 West Harvard Avenue Suite 100 Roseburg OR

About Littlejohn Financial Services INC

Littlejohn Financial Services is an independent, fiduciary boutique RIA providing financial planning and investment management, including retirement, estate, insurance, and charitable planning. The firm emphasizes hands-on strategy execution and a team-based service model that gives clients access to multiple advisors. Reported portfolios are ETF-centric, supported by institutional resources without sales quotas.

Team overview

40 AVG AGE
$42.8M AVG AUM / ADVISOR
$301.5K AVG AUM / CLIENT
9.3 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Vertex peak Foundation momentum Insight eagle

Client Personas

Vector

Custodian

Optima Harbor vital Prime focus

Investment Themes

Frontier Pathway

Investment Vehicles

Alpha vector

Services

Radial Ember horizon Bridge insight Crest Crest quantum Wave Pathway

Technology

Unison Radial vector Crest crest Pioneer prime

Owner & Executives

FRED DAVID LITTLEJOHN II

FRED DAVID LITTLEJOHN II

Chief Compliance Officer, PRINCIPAL

CRD
#4322183
Ownership
75% or more
(637) 644-6547
fusion.bridge@matrixcapital.com
in linkedin.com/in/delta-glacier

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Contacts

J

JUSTIN EDWARD BRUGGEMAN

Associate Advisor

CRD
#6450779
(879) 732-6511
vertex.peak@embercapital.com
in linkedin.com/in/vital-value
M

Matthew Micaiah Dickson

Associate Advisor

CRD
#7379964
(352) 538-1894
prime.fusion@primecapital.com
in linkedin.com/in/north-vertex
M

Meridian catalyst

Foundation vertex insight

CRD
#22045
(432) 704-9916
insight.prime@vertexcapital.com
in linkedin.com/in/element-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2022
10-23-2023
01-23-2024
10-28-2025
02-19-2026
Category Assets AVG. Account size
Discretionary $171,257,236 $138,558
Non-Discretionary $0 --
Total $171,257,236 $138,558

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Separately Managed Accounts

Total SMA Asset: $171,257,236

$171.3M Total SMA
Equity - Exchange:
25.3%
Public Funds:
27.0%
Cash:
24.9%
Corporate - Investment Grade:
22.8%
Asset class Assets Assets %
Equity - Exchange $668,319,997 25.3%
Public Funds $713,226,874 27.0%
Cash $657,753,673 24.9%
Corporate - Investment Grade $602,280,471 22.8%
Total $2,641,581,015 100.0%

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