# JS Alan, LLC

> JS Alan, LLC is a state-registered investment advisory firm in Beverly Hills, CA, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 148163
- Filed as: JS ALAN, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148163
- AdvisorCensus page: https://advisorcensus.com/firm/js-alan-llc-beverly-hills-ca-148163

## Quick answers

**How is JS Alan, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JS Alan, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is JS Alan, LLC located?**
JS Alan, LLC's principal office is in Beverly Hills, CA, according to its Form ADV.

**Is JS Alan, LLC registered with the SEC or a state?**
JS Alan, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148163.

**How much does JS Alan, LLC manage?**
JS Alan, LLC reports $19,600,000 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (90% discretionary).

**What types of clients does JS Alan, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); charitable organizations (1).

**Does JS Alan, 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/148163

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,600,000
- Discretionary: $17,600,000
- Non-discretionary: $2,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $15,800,000 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $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) | Fewer than 5 | $0 |
| Charitable organizations | 1 | $3,800,000 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2008 (17 years)
- Employees: 2 total, 2 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JS Alan, LLC (CRD 148163): Form ADV filing data as of October 2026.