# Jc&company

> Jc&company is a state-registered investment advisory firm in Irvine, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 300724
- Filed as: JC&COMPANY
- Legal name: Jc&company Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300724
- AdvisorCensus page: https://advisorcensus.com/firm/jc-and-company-irvine-ca-300724

## Quick answers

**How is Jc&company compensated?**
On its Form ADV (Item 5.E, October 2026), Jc&company reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Jc&company located?**
Jc&company's principal office is in Irvine, CA, according to its Form ADV.

**Is Jc&company registered with the SEC or a state?**
Jc&company is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300724.

**How much does Jc&company manage?**
Jc&company reports $6,253,203 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**What types of clients does Jc&company serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (3); individuals (other than high net worth individuals) (1); high net worth individuals (1).

**Does Jc&company 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/300724

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,253,203
- Discretionary: $6,253,203
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $96,271 |
| High net worth individuals | 1 | $4,561,551 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | Not reported |
| Charitable organizations | 1 | $89,422 |
| Corporations or other businesses not listed above | 3 | $1,505,959 |

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

### Firm details
- Registered since: 2019 (6 years)
- Employees: 5 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)
- jclawcpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jc&company (CRD 300724): Form ADV filing data as of October 2026.