# Janis Financial, LLC

> Janis Financial, LLC is a state-registered investment advisory firm in Camarillo, CA, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 144352
- Filed as: JANIS FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Camarillo, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144352
- AdvisorCensus page: https://advisorcensus.com/firm/janis-financial-llc-camarillo-ca-144352

## Quick answers

**How is Janis Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Janis Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Janis Financial, LLC registered with the SEC or a state?**
Janis Financial, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144352.

**How much does Janis Financial, LLC manage?**
Janis Financial, LLC reports $26,882,864 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Janis Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (4).

**Does Janis 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/144352

## 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: $26,882,864
- Discretionary: $26,882,864
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $20,873,714 |
| High net worth individuals | 4 | $6,009,150 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Janis Financial, LLC (CRD 144352): Form ADV filing data as of October 2026.