# Steven Robert Jakowchik

> Steven Robert Jakowchik is a state-registered investment advisory firm in Los Angeles, CA, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 136550
- Filed as: STEVEN ROBERT JAKOWCHIK
- Legal name: Jakowchik, Steven Robert
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136550
- AdvisorCensus page: https://advisorcensus.com/firm/steven-robert-jakowchik-los-angeles-ca-136550

## Quick answers

**How is Steven Robert Jakowchik compensated?**
On its Form ADV (Item 5.E, October 2026), Steven Robert Jakowchik reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Steven Robert Jakowchik located?**
Steven Robert Jakowchik's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Steven Robert Jakowchik registered with the SEC or a state?**
Steven Robert Jakowchik is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 136550.

**How much does Steven Robert Jakowchik manage?**
Steven Robert Jakowchik reports $29,276,854 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (0% discretionary).

**What types of clients does Steven Robert Jakowchik serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (9).

**Does Steven Robert Jakowchik 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/136550

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $29,276,854
- Discretionary: $0
- Non-discretionary: $29,276,854

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $7,763,439 |
| High net worth individuals | 9 | $21,513,415 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 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.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @steve-jakowchik-1073ab6

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steven Robert Jakowchik (CRD 136550): Form ADV filing data as of October 2026.