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JC FINANCIAL SERVICES

Advisory

LOOMIS, CA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in CA

#4,149

of 5,480 advisers by AUM

Average account

$454K

across 53 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients53

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

53 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

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

GRANTHAM, BURTON IRWIN

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O'CONNELL, JOHN GLENNON

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$24M

CYCLUS WEALTH MANAGEMENT, INC.

$24M

L SQUARED WEALTH MANAGEMENT LLC

$24M

CENTRIPLAN, LLC

NEWPORT BEACH, CA

$24M

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