RIA Intel›Advisers›California›JST INVESTMENT CONSULTING

JST INVESTMENT CONSULTING

Advisory

SEAL BEACH, CA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in CA

#4,050

of 5,480 advisers by AUM

Average account

$236K

across 113 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$0

Non-Discretionary AUM$27M

Discretionary %0%

Total Clients54

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

54 clients

11 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.

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GLOBAL INVESTMENT SOLUTIONS, LLC

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STREET ASSET MANAGEMENT, LLC

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