# Jjsa Advisors, Ltd.

> Jjsa Advisors, Ltd. is an SEC-registered investment advisory firm in Virginia Beach, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 116460
- Filed as: JJSA ADVISORS, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116460
- AdvisorCensus page: https://advisorcensus.com/firm/jjsa-advisors-ltd-virginia-beach-va-116460

## Quick answers

**How is Jjsa Advisors, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Jjsa Advisors, Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Jjsa Advisors, Ltd. located?**
Jjsa Advisors, Ltd.'s principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Jjsa Advisors, Ltd. registered with the SEC or a state?**
Jjsa Advisors, Ltd. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 116460.

**How much does Jjsa Advisors, Ltd. manage?**
Jjsa Advisors, Ltd. reports $154,336,256 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (0% discretionary).

**How have Jjsa Advisors, Ltd.'s assets and staff changed since 2025?**
In the Form ADV data for Jjsa Advisors, Ltd.: Regulatory assets under management: $127,893,984 in the October 2025 data and $154,336,256 in the October 2026 data, up 21%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jjsa Advisors, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (46).

**Which custodians does Jjsa Advisors, Ltd. use?**
Jjsa Advisors, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Jjsa Advisors, Ltd. report any disciplinary disclosures?**
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/116460

**Does Jjsa Advisors, Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "JJSA generally requires a minimum account size of $ 100,000 to open and maintain an account. This account minimum may be reduced or waived in the sole discretion of JJSA."

**What changed in Jjsa Advisors, Ltd.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $127,893,984 to $154,336,256 (+21%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> JJSA generally requires a minimum account size of $ 100,000 to open and maintain an account. This account minimum may be reduced or waived in the sole discretion of JJSA.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $154,336,256
- Discretionary: $0
- Non-discretionary: $154,336,256

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $57,515,473 |
| High net worth individuals | 46 | $96,820,783 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jjsadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $127,893,984 | 2 | July 25, 2025 |
| October 2026 | $154,336,256 | 2 | March 12, 2026 |

Regulatory assets under management: $127,893,984 in the October 2025 data and $154,336,256 in the October 2026 data, up 21%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $127,893,984 to $154,336,256 (+21%).

### December 2025
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jjsa Advisors, Ltd. (CRD 116460): Form ADV filing data as of October 2026.