AdvisorCensus / Financial advisors / California / Los Angeles / JSF Financial, LLC
JSF Financial, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.
Quick answers
From the filingHow is JSF Financial, LLC compensated?
On its Form ADV (Item 5.E, October 2026), JSF Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does JSF Financial, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 30, 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.
Where is JSF Financial, LLC located?
JSF Financial, LLC's principal office is in Los Angeles, CA, according to its Form ADV.
Is JSF Financial, LLC registered with the SEC or a state?
JSF Financial, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 114025.
How much does JSF Financial, LLC manage?
JSF Financial, LLC reports $1,972,324,463 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).
How have JSF Financial, LLC's assets and staff changed since 2021?
In the Form ADV data for JSF Financial, LLC: Regulatory assets under management: $889,105,337 in the October 2021 data and $1,972,324,463 in the October 2026 data, up 122%. Total employees: 18 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does JSF Financial, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (445); high net worth individuals (346); pension and profit sharing plans (but not the plan participants or government pension plans) (21).
Which custodians does JSF Financial, LLC use?
JSF Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does JSF Financial, LLC 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/114025
Does JSF Financial, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "A minimum account size of $250,000 of assets under management is generally required for JSF services. This account size is negotiable on a case-by-case basis."
What changed in JSF Financial, LLC's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in OR.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
Our current annualized advisory fee for these services is generally no more than 1.00% of the value of a client’s assets under management.
Based on the size of the client’s account, the make-up of the client’s portfolio, overall service requirements as well as the complexity of the client’s financial situation, negotiable fee schedules include the following arrangements:
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
A minimum account size of $250,000 of assets under management is generally required for JSF services. This account size is negotiable on a case-by-case basis.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,972,324,463 as of October 2026, filing dated July 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2010 (16 years)
- Employees
- Total: 27. Performing investment advisory functions: 13.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,972,324,463 | 27 | July 14, 2026 |
| October 2025 | $1,730,429,115 | 26 | June 17, 2025 |
| October 2024 | $1,472,089,017 | 23 | September 12, 2024 |
| October 2023 | $1,245,416,388 | 24 | July 13, 2023 |
| October 2022 | $1,104,156,044 | 22 | May 26, 2022 |
| October 2021 | $889,105,337 | 18 | June 28, 2021 |
Regulatory assets under management: $889,105,337 in the October 2021 data and $1,972,324,463 in the October 2026 data, up 122%.
Total employees: 18 in October 2021 and 27 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in OR.
- April 2026
- Regulatory assets under management went from $1,730,429,115 to $1,972,324,463 (+14%).
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in GA.
- December 2025
- Registered or notice-filed in LA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. JSF Financial, LLC (CRD 114025): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jsf-financial-llc-los-angeles-ca-114025