J K R & Company, Inc.
● SEC registered since 2026CRD 8040SEC# 801-136249Van Nuys, CA
Reg. AUM
$152.4M
Employees
7
Accounts
229
Location
Van Nuys, CA
About J K R & Company
JKR & Company is a fee-only registered investment adviser and fiduciary offering individual planning, investment management, and employer retirement plans. It offers customized portfolios of stocks, bonds, mutual funds, and annuities, plus business 401(k) and related plan support, with a long-term relationship focus.
Summary based on the firm’s website.
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 $152.4 million in regulatory assets under management and employs 7 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 $152.4 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 7 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
$152.4M▲ 12%
Apr '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$152.4Mregulatory AUM
Discretionary $152.4M