January Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$165,104,892
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
180
25% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
180
Very HighAverage account size
$917,249
About
January Capital Advisors provides investment advisory and retirement-plan services to individuals (including high-net-worth clients), trusts, corporations and plan sponsors. The firm offers discretionary and non-discretionary portfolio management, a sponsored wrap-fee program, and pension/retirement plan consulting and participant-level advice for ERISA-covered plans.
Its investment process relies on proprietary asset-allocation and risk-tolerance models that incorporate fundamental, technical and trend analysis to tailor portfolios across a range of risk profiles. Portfolios may employ a broad set of instruments — including options, futures and inverse ETFs — and the firm discloses the use of derivatives within separately managed accounts as part of its strategy and risk-management approach.
Noteworthy features include acting as the sponsor of a wrap-fee program (a relatively uncommon role among peers) and the explicit use of derivatives in managed accounts, which the brochure identifies and discusses in detail. The firm also provides a range of pension consulting services (including IPS development, DIA/QDIA recommendations and participant education), discloses staff insurance licensing, and reports conducting due diligence on service providers that use artificial intelligence.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Fee options
Account minimum: $500,000
Main office location
January Capital Advisors LLC
333 Bush Street, 4 Th Floor
San Francisco CA 94104, United States
Number of offices
2
Most active in
January Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · New Hampshire · New York · Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")