RIA Intel›Advisers›California›JD GAGNON, INC

JD GAGNON, INC

Advisory

CA

Data as of May 15, 2026 · Source: SEC Form ADV

Rank in CA
#3,746
of 5,480 advisers by AUM
Average account
$2M
across 21 accounts
AUM per adviser
$38M
1 adviser

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
18
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

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