# RJ20, Inc.

> RJ20, Inc. is an SEC-registered investment advisory firm, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated April 1, 2026.

- CRD: 149575
- Filed as: RJ20, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149575
- AdvisorCensus page: https://advisorcensus.com/firm/rj20-inc-149575

## Quick answers

**How is RJ20, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), RJ20, Inc. reports these compensation arrangements: fixed fees (other than subscription fees).

**How much does RJ20, Inc. charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Asset-based fee: 0.04% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is RJ20, Inc. registered with the SEC or a state?**
RJ20, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 149575.

**How have RJ20, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for RJ20, Inc.: Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does RJ20, Inc. 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/149575

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Asset-based fee: 0.04% of assets a year

> RJ20’s fee for the year is calculated at .04%, but that amount is negotiable.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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 | Fewer than 5 | $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
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- askrj20.wordpress.com
- rj20.com
- Facebook @RJ20ONLINE
- LinkedIn @1000313
- X @RJ20ONLINE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 2 | March 31, 2021 |
| October 2022 | Not reported | 2 | March 19, 2022 |
| October 2023 | Not reported | 2 | March 17, 2023 |
| October 2024 | Not reported | 2 | March 21, 2024 |
| October 2025 | Not reported | 2 | March 23, 2025 |
| October 2026 | Not reported | 2 | April 1, 2026 |

Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RJ20, Inc. (CRD 149575): Form ADV filing data as of October 2026.