# Janco Wealth Management

> Janco Wealth Management is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 108491
- Filed as: JANCO WEALTH MANAGEMENT
- Legal name: Janco Investment Counsel, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wisconsin
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/108491
- AdvisorCensus page: https://advisorcensus.com/firm/janco-wealth-management-108491

## Quick answers

**How is Janco Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Janco Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Janco Wealth Management registered with the SEC or a state?**
Janco Wealth Management is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 108491.

**How much does Janco Wealth Management manage?**
Janco Wealth Management reports $42,510,775 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (19% discretionary).

**What types of clients does Janco Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Janco Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/108491

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $42,510,775
- Discretionary: $8,211,668
- Non-discretionary: $34,299,107

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $42,510,775 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2009 (17 years)
- 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.

### Websites listed on Form ADV (Item 1.I)
- jancoinvestmentcounsel.com
- jancowealth.com
- Facebook @JANCOWEALTH
- LinkedIn @JANET-KRATZ-JANCOWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Janco Wealth Management (CRD 108491): Form ADV filing data as of October 2026.