# Financial Justus

> Financial Justus is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 336690
- Filed as: FINANCIAL JUSTUS
- Legal name: Financial Justus, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336690
- AdvisorCensus page: https://advisorcensus.com/firm/financial-justus-336690

## Quick answers

**How is Financial Justus compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Justus reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Financial Justus charge?**
Its Form ADV Part 2A brochure dated February 2, 2026 states: Flat fee: $5,000 a year (financial planning and tax preparation services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Financial Justus registered with the SEC or a state?**
Financial Justus is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336690.

**How much does Financial Justus manage?**
Financial Justus reports $169,301,719 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**How have Financial Justus' assets and staff changed since 2025?**
In the Form ADV data for Financial Justus: Regulatory assets under management: $0 in the October 2025 data and $169,301,719 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Justus serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (61); individuals (other than high net worth individuals) (9).

**Which custodians does Financial Justus use?**
Financial Justus' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Justus report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336690

**What changed in Financial Justus' recent Form ADV filings?**
In the March 2026 filing data: Added an office in Racine, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 2, 2026)

- Flat fee: $5,000 a year (financial planning and tax preparation services)

> The financial planning fee is a fixed annual fee of $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $169,301,719
- Discretionary: $169,301,719
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $5,233,458 |
| High net worth individuals | 61 | $164,068,261 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Racine, WI

### Websites listed on Form ADV (Item 1.I)
- financialjustus.com
- LinkedIn @financialjustus
- LinkedIn @justusmorgan

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | June 17, 2025 |
| October 2026 | $169,301,719 | 1 | February 2, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $169,301,719 in the October 2026 data.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Added an office in Racine, WI.

### December 2025
- Regulatory assets under management went from $0 to $156,706,557.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Justus (CRD 336690): Form ADV filing data as of October 2026.