# Janian Investment Advisers, LLC

> Janian Investment Advisers, LLC is a state-registered investment advisory firm in Santa Rosa, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 164807
- Filed as: JANIAN INVESTMENT ADVISERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Rosa, CA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164807
- AdvisorCensus page: https://advisorcensus.com/firm/janian-investment-advisers-llc-santa-rosa-ca-164807

## Quick answers

**How is Janian Investment Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Janian Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Janian Investment Advisers, LLC located?**
Janian Investment Advisers, LLC's principal office is in Santa Rosa, CA, according to its Form ADV.

**Is Janian Investment Advisers, LLC registered with the SEC or a state?**
Janian Investment Advisers, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164807.

**How much does Janian Investment Advisers, LLC manage?**
Janian Investment Advisers, LLC reports $27,000,000 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Janian Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (12).

**Does Janian Investment Advisers, 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/164807

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $27,000,000
- Discretionary: $27,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $5,000,000 |
| High net worth individuals | 20 | $22,000,000 |

### 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: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [janianinvestment.com](https://janianinvestment.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Janian Investment Advisers, LLC (CRD 164807): Form ADV filing data as of October 2026.