J K R & Company, Inc.
● SEC registered since 2026CRD 8040SEC# 801-136249Van Nuys, CA
Reg. AUM
$136.3M
Employees
5
Accounts
229
Location
Van Nuys, CA
J K R & Company, Inc. assets under management
J K R & Company, Inc. is an SEC-registered investment adviser based in Van Nuys, CA. The firm has been registered since 2026. It reports $136.3 million in regulatory assets under management and employs 5 people.
J K R & Company, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Andrew Ellis Control | President / Finop / Cco | Over 75% | 2019 |
| James Kemp Richardson Control | Vice President | Under 5% | 2019 |
Frequently asked questions
How much does J K R & Company, Inc. manage?
J K R & Company, Inc. reports $136.3 million in regulatory assets under management on its Form ADV.
How many employees does J K R & Company, Inc. have?
J K R & Company, Inc. reports 5 employees.
Where is J K R & Company, Inc. located?
J K R & Company, Inc. is based in Van Nuys, CA and has been SEC-registered since 2026.
Does J K R & Company, Inc. disclose fund performance?
J K R & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7145 Woodley Avenue, Van Nuys, CA 91406 |
| Phone | 818-781-7721 |
| Fax | 818-787-2232 |
| Office hours | 6a.m.-1p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$136.3MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$136.3Mregulatory AUM
Discretionary $136.3M