# JIM Roberts Investment Advisors LLC

> JIM Roberts Investment Advisors LLC is a state-registered investment advisory firm in St. Joseph, MI, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 31, 2023.

- CRD: 169219
- Filed as: JIM ROBERTS INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Joseph, MI
- Filing period: October 2026
- Form ADV filing dated: January 31, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169219
- AdvisorCensus page: https://advisorcensus.com/firm/jim-roberts-investment-advisors-llc-st-joseph-mi-169219

## Quick answers

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

**Where is JIM Roberts Investment Advisors LLC located?**
JIM Roberts Investment Advisors LLC's principal office is in St. Joseph, MI, according to its Form ADV.

**Is JIM Roberts Investment Advisors LLC registered with the SEC or a state?**
JIM Roberts Investment Advisors LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169219.

**How much does JIM Roberts Investment Advisors LLC manage?**
JIM Roberts Investment Advisors LLC reports $37,925,422 in regulatory assets under management in its Form ADV filing dated January 31, 2023 (0% discretionary).

**What types of clients does JIM Roberts Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124); high net worth individuals (20); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does JIM Roberts Investment Advisors 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/169219

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,925,422
- Discretionary: $0
- Non-discretionary: $37,925,422

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 124 | $10,067,285 |
| High net worth individuals | 20 | $19,245,660 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,033,161 |
| Charitable organizations | 2 | $6,523,828 |
| Corporations or other businesses not listed above | 1 | $55,488 |

### Advisory services (Item 5.G)
- 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JIM Roberts Investment Advisors LLC (CRD 169219): Form ADV filing data as of October 2026.