# Juno Financial Group LLC

> Juno Financial Group LLC is an SEC-registered investment advisory firm in Richmond, VA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 336362
- Filed as: JUNO FINANCIAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336362
- AdvisorCensus page: https://advisorcensus.com/firm/juno-financial-group-llc-richmond-va-336362

## Quick answers

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

**Where is Juno Financial Group LLC located?**
Juno Financial Group LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is Juno Financial Group LLC registered with the SEC or a state?**
Juno Financial Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336362.

**How much does Juno Financial Group LLC manage?**
Juno Financial Group LLC reports $541,908,916 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Juno Financial Group LLC's assets and staff changed since 2025?**
In the Form ADV data for Juno Financial Group LLC: Regulatory assets under management: $0 in the October 2025 data and $541,908,916 in the October 2026 data. Total employees: 8 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Juno Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (221); high net worth individuals (84); pension and profit sharing plans (but not the plan participants or government pension plans) (16).

**Which custodians does Juno Financial Group LLC use?**
Juno Financial Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Juno Financial Group 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/336362

**Does Juno Financial Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 12, 2026 says: "We do not currently impose minimum requirement s."

**What changed in Juno Financial Group LLC's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $0 to $521,479,651. Registered or notice-filed in FL, MD, NC, PA, SC, TX, WV.

## 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 February 12, 2026)

- Account minimum: None

> We do not currently impose minimum requirement s.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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: $541,908,916
- Discretionary: $541,908,916
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 221 | $86,402,025 |
| High net worth individuals | 84 | $220,720,812 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $234,786,079 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, NC, PA, SC, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- junofinancialgroup.com
- LinkedIn @juno-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 8 | May 14, 2025 |
| October 2026 | $541,908,916 | 8 | February 12, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $541,908,916 in the October 2026 data.
Total employees: 8 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $0 to $521,479,651.
- Registered or notice-filed in FL, MD, NC, PA, SC, TX, WV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Juno Financial Group LLC (CRD 336362): Form ADV filing data as of October 2026.