RIA Intel›Advisers›California›JC FINANCIAL PLANNING & INVESTMENTS, LLC

JC FINANCIAL PLANNING & INVESTMENTS, LLC

Advisory

CA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,054
of 5,480 advisers by AUM
Average account
$520K
across 146 accounts
AUM per adviser
$76M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$76M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients55
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

BARBARA J NORMAN, LLC
$76M
TAMALPAIS ASSET MANAGEMENT, L.P.
SAUSALITO, CA
$76M
-41.2% 1Y
EGM CAPITAL
SAN FRANCISCO, CA
$76M
-92.7% 1Y
EXOS ADVISORS, LLC
SAN FRANCISCO, CA
$76M
+1.1% 1Y
DOLL CAPITAL ADVISORS, INCORPORATED
SAN JUAN CAPISTRANO, CA
$76M
FRANCIS CAPITAL MANAGEMENT, LLC
SANTA MONICA, CA
$76M
-39.1% 1Y

Get the full picture on JC FINANCIAL PLANNING & INVESTMENTS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JC FINANCIAL PLANNING & INVESTMENTS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans