# Jane Financial, LLC

> Jane Financial, LLC is a state-registered investment advisory firm in Oakland, CA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 288419
- Filed as: JANE FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oakland, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288419
- AdvisorCensus page: https://advisorcensus.com/firm/jane-financial-llc-oakland-ca-288419

## Quick answers

**How is Jane Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jane Financial, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Jane Financial, LLC located?**
Jane Financial, LLC's principal office is in Oakland, CA, according to its Form ADV.

**Is Jane Financial, LLC registered with the SEC or a state?**
Jane Financial, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288419.

**How much does Jane Financial, LLC manage?**
Jane Financial, LLC reports $20,420,373 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Jane Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8).

**Does Jane Financial, LLC 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/288419

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $20,420,373
- Discretionary: $20,420,373
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $796,566 |
| High net worth individuals | 8 | $19,623,807 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jane Financial, LLC (CRD 288419): Form ADV filing data as of October 2026.