Just Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,049,084
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
11
73% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$459,008
About
Just Advisors, Inc. is a small independent registered investment adviser with a single advisor overseeing about $4.93 million in discretionary assets for seven clients. The firm provides tailored financial advice and portfolio management for individuals, high-net-worth households, trusts, charitable organizations, and businesses, and the principal is licensed to offer insurance products.
The firm begins client engagements with a suitability questionnaire and documents an individualized investment policy that guides efficient asset-allocation strategies; accounts are reviewed daily and clients receive periodic written or verbal reports. Just Advisors typically manages accounts on a discretionary basis while consulting with clients to ensure trades and restrictions align with each client’s objectives.
Compared with peers, the firm combines traditional RIA portfolio management with an active insurance license and the capacity to sell insurance (the principal reported no Nevada insurance sales in 2023–2024), and it includes charitable and corporate clients in its client base—each of which is uncommon for similarly sized independent firms. The principal’s outside roles, including a nonprofit directorship and part-time property management, may also inform services for clients with philanthropic interests or small-business needs.
Client services
Portfolio management
Investment advice, insurance
Expertise
Wealth management
Fee options
1.00% annually (negotiable)
Main office location
Just Advisors
Incline Village NV, United States
Number of offices
1
Most active in
Just Advisors has reported serving >5 clients in these states in the last 12 months.
Nevada
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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