$1.4B Total AUM
$1.2B Disc. AUM
28.5% 3Y CAGR
13 Employees
1,573 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Catalyst capital
- Established Date
- 11-04-2008
- Office Locations
- 5
Office Locations
3409 W. Bethel Avenue Muncie IN
6569 Carrollton Avenue Indianapolis IN
902 East 66th St., Ste. C Indianapolis IN
About LJI Wealth Management, LLC
LJI Wealth Management, LLC is a Indianapolis-based RIA with 5 offices. The firm has been operating for 17 years. Managing $1.4B in total assets under management, with 13 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include 529 Plans, Business Succession, Estate Planning.
Team overview
48 AVG AGE
$105.7M AVG AUM / ADVISOR
$873.3K AVG AUM / CLIENT
9.8 yrs AVG TENURE
13 Employees
13 Advisory Reps
13 RIA Reps
17yrs Firm Age
Insights
Premium access reveals conviction themes in focus fusion.
Upgrade to reveal position-level detail across vital harbor.
Request access to benchmark trends tied to pathway foundation.
Premium access reveals conviction themes in capital harbor wave.
Unlock to see real insight on ridge alpha.
Request access to benchmark trends tied to momentum.
See the complete signal summary connected to value value.
See the complete signal summary connected to value.
Asset Classes
Prime Vector capital Harbor Pathway
Client Personas
Zenith eagle
Custodian
Horizon ember Harbor Wave
Investment Themes
Delta pioneer Legacy Momentum
Investment Vehicles
Meridian vector
Services
Momentum meridian Vector harbor Pathway Quantum Crest Pathway eagle Glacier optima Delta horizon Pathway atlas
Technology
Matrix
Owner & Executives
LAYTON LEON JOHN
Founder, President
- CRD
- #2510251
- Ownership
- 50% but less than 75%
(480) 722-4007
radial.oak@signalcapital.com
in linkedin.com/in/horizon-crest
JONATHAN WILLIAM RUSSELL
Chief Operating Officer, Investment Adviser Representative
- CRD
- #6101846
- Ownership
- 10% but less than 25%
(943) 935-9453
harbor.meridian@eaglecapital.com
in linkedin.com/in/crest-radial
B
Beacon frontier
Wave legacy vertex
- CRD
- #89900
- Ownership
- 41.8%
(265) 319-6229
element.insight@northcapital.com
in linkedin.com/in/focus-crest
Showing 2 of 5 owners & executives
Unlock allContacts
T
TANNER SHAFFER COULTER
Investment Advisor
- CRD
- #6277975
(604) 525-7142
catalyst.unison@insightcapital.com
in linkedin.com/in/unison-vector
LUKE NOLEN DRYE
Wealth Manager
- CRD
- #7622119
(516) 221-1993
matrix.horizon@frontiercapital.com
in linkedin.com/in/atlas-vertex
U
Unison unison
Fusion eagle catalyst
- CRD
- #66929
(365) 585-2266
pathway.matrix@signalcapital.com
in linkedin.com/in/legacy-meridian
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,198,199,581 | $337,902 |
| Non-Discretionary | $175,519,842 | $6,268,566 |
| Total | $1,373,719,423 | $384,365 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,373,719,423
Public Funds:
16.6% Equity - Exchange:
16.8% Cash:
11.9% Municipal Bonds:
20.5% U.S. Government/Agency:
4.3% Corporate - Investment Grade:
11.5% Derivatives:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $830,256,482 | 16.6% |
| Equity - Exchange | $840,259,572 | 16.8% |
| Cash | $595,183,864 | 11.9% |
| Municipal Bonds | $1,025,316,740 | 20.5% |
| U.S. Government/Agency | $215,066,438 | 4.3% |
| Corporate - Investment Grade | $575,177,683 | 11.5% |
| Derivatives | $920,284,293 | 18.4% |
| Total | $5,001,545,072 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA CAPITAL RIDGE | FUSION WAVE | GGVAK9SBR | ADP | 6.74% | $43,713,510 |
| CATALYST PEAK LEGACY | RIDGE HARBOR | GUROIU8U6 | RCHBF | 3.37% | $59,347,619 |
| EMBER SIGNAL VITAL | OAK ATLAS | 9J3DJGQYD | BEN | 2.31% | $66,459,380 |
| BEACON SIGNAL ALPHA | SUMMIT CAPITAL | HKZ5AWJZH | KJIHY | 2.72% | $95,003,378 |
| PRIME QUANTUM | PATHWAY BEACON | YGS6I7MGD | PRUX | 11.39% | $59,559,305 |
| MOMENTUM SIGNAL | PEAK BEACON | OJP8QRL76 | WDVF | 7.43% | $74,093,496 |
| PATHWAY SUMMIT | OPTIMA FRONTIER | NVMA2CC0W | NDQSA | 1.89% | $15,232,243 |
| MOMENTUM RADIAL | RADIAL RADIAL | XU4BY9HBD | EXU | 1.33% | $10,773,022 |