{
  "crd_number": 177514,
  "slug": "january-capital-advisors-llc-san-francisco-ca-177514",
  "primary_business_name": "JANUARY CAPITAL ADVISORS LLC",
  "legal_name": "JANUARY CAPITAL ADVISORS LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-16",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 193212864.0,
  "raum_discretionary": 175896588.0,
  "raum_non_discretionary": 17316276.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 48899680.0,
      "count": 135
    },
    "pension_profit_sharing": {
      "raum": 11635302.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 116205212.0,
      "count": 45
    },
    "corporations_other_businesses": {
      "raum": 16472670.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "NH",
    "NY",
    "OR",
    "TX"
  ],
  "websites": [
    "https://januarycapital.co",
    "https://linkedin.com/company/january-capital-advisors",
    "https://linkedin.com/in/jeff-hodges-cpwa%C2%AE-aa20545"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/177514",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/january-capital-advisors-llc-san-francisco-ca-177514",
  "display_name": "January Capital Advisors LLC",
  "summary": "January Capital Advisors LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. January Capital Advisors LLC (CRD 177514): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is January Capital Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), January Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does January Capital Advisors LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is January Capital Advisors LLC located?",
      "a": "January Capital Advisors LLC's principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is January Capital Advisors LLC registered with the SEC or a state?",
      "a": "January Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 177514."
    },
    {
      "q": "How much does January Capital Advisors LLC manage?",
      "a": "January Capital Advisors LLC reports $193,212,864 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (91% discretionary)."
    },
    {
      "q": "How have January Capital Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for January Capital Advisors LLC: Regulatory assets under management: $161,216,892 in the October 2021 data and $193,212,864 in the October 2026 data, up 20%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does January Capital Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (135); high net worth individuals (45); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Which custodians does January Capital Advisors LLC use?",
      "a": "January Capital Advisors LLC's 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."
    },
    {
      "q": "Does January Capital Advisors LLC report any disciplinary disclosures?",
      "a": "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/177514"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 161216892.0,
      "total_employees": 4,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 189569896.0,
      "total_employees": 4,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 221007620.0,
      "total_employees": 5,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 215815626.0,
      "total_employees": 4,
      "filing_date": "2024-07-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 186242442.0,
      "total_employees": 4,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 193212864.0,
      "total_employees": 4,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our Pension Consulting services are billed a fee based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Fees based on a percentage of managed Plan assets will not exceed 1.00%."
        ]
      }
    ],
    "quotes": [
      "Our Pension Consulting services are billed a fee based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Fees based on a percentage of managed Plan assets will not exceed 1.00%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/january-capital-advisors-llc-san-francisco-ca-177514.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 135,
      "fewer_than_5": false,
      "raum": 48899680.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 116205212.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 11635302.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 16472670.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/177514",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}