$1.4B Total AUM
$1.2B Disc. AUM
28.5% 3Y CAGR
13 Employees
1,573 ADV. Clients
17 yrs Firm Age
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- 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 Business Succession, Estate Planning, Financial Planning.
Team overview
48 AVG AGE
$105.7M AVG AUM / ADVISOR
$873.3K AVG AUM / CLIENT
9.9 yrs AVG TENURE
13 Employees
13 Advisory Reps
13 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Prime Vector capital Harbor
Custodian
Horizon ember
Investment Themes
Delta pioneer Legacy Momentum
Investment Vehicles
Meridian vector
Services
Momentum meridian Vector harbor Pathway Quantum Crest
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 |
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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 |