RIA Intel›Advisers›California›JOHN HENRY MANAGEMENT COMPANY

JOHN HENRY MANAGEMENT COMPANY

Advisory

CA

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

Rank in CA
#4,482
of 5,480 advisers by AUM
Average account
$1M
across 14 accounts
AUM per adviser
$14M
1 adviser

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

Total AUM
$14M
Discretionary %
100%
Clients
14
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$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
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.

LOGOS WEALTH ADVISORS, INC.
RANCHO CUCAMONGA, CA
$14M
SYMMETRY CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA
$14M
-83.4% 1Y
BRICKS & MORTAR CAPITAL, LLC
$14M
GOODRICH FINANCIAL GROUP, LLC
ESCONDIDO, CA
$14M
MIS CAPITAL MANAGEMENT, LLC
VAN NUYS, CA
$14M
+0.4% 1Y
MAGNUM FINANCIAL LLC
$14M

Get the full picture on JOHN HENRY MANAGEMENT COMPANY

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JOHN HENRY MANAGEMENT COMPANY and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans