SourcingSourcing

JUST FUTURES ADVISORS, LLC

C36
CRD 327226·SEC 801-135569·SAN FRANCISCO, CA
AUM
$46.7M
$25M-$100M
Est. Revenue
$467K
@ 1% on AUM
Est. EBITDA
$140K
@ 30% margin
Est. Deal Value
$1.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JUST FUTURES ADVISORS, LLC
CRD
327226
SEC file #
801-135569
EIN
—
DBA names
Just Futures

Economics

AUM
$46.7M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Individuals Other95
Pension Profit Sharing Plans73
Charitable Organizations4

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
ly.linkedin.com/company/just-futures(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JUST FUTURES, PBC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
JUST FUTURES, PBC
GUERRERO, GEORGE, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:justfutures.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4142
Soi Zip Pct 200k Plus
0.1896
Soi Zip Returns 200k Plus
3,370
Soi Zip Total AGI
2,554,450
Fdic Zip Total Deposits
37,805,231,000
Fdic Zip Branch Count
348
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
The Sumitomo Bank of CaliforniaSan Francisco, CA
Mission National BankSan Francisco, CA
Fdic Zip HHI
1587.76
Fdic Zip Top Bank Share Pct
28.96
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,425
Returns3,130
Stub 2
AGI112,500
Returns2,990
Stub 3
AGI159,107
Returns2,560
Soi Zip Total Business Income
47,537
Soi Zip Total Cap Gains
114,154
Soi Zip Total Dividends
53,321
Soi Zip Total Returns
17,770
Trust Company Affiliate
No

People (4)

4
GUERRERO, GEORGE, EDWARD
IAR · Executive Officer · 2.5%
2606342
FRANCISCO A GARCIA
IAR
6325010
ALEXANDER WALTER SAINGCHIN
IAR
7621416
Marika Lian Weinstein
IAR
7622466