JUNO FINANCIAL GROUP LLC

CRD

336362

SEC file #

801-132999

EIN

301151813

DBA names

—

Economics

AUM

$541.9M

AUM band

$500M-$1B

AUM trajectory

'25 · $521.5M

'26 · $541.9M

'25'26

$521.5M → $541.9M▲ +4%

sec adv history

Client mix

Individuals Other	221
Individuals High Net Worth	84
Pension Profit Sharing Plans	16

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 5 advisors

'26 · 5 advisors

'25'26

5 advisors → 5 advisors▬ 0%

sec adv history

Primary office

RICHMOND VA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

02/12/2026

ADV-W filed at

—

Website

junofinancialgroup.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MELNICK, PAUL, JOSEPH

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

MELNICK, PAUL, JOSEPH

Corsello, Brett

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

JUNOFINANCIALGROUP.COM

Rdap Domain Creation Date

2018-10-17T18:06:18Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Total Compensation

5,486

Form 5500 Compensation Trajectory 3y

2025	5,486
2024	0

Form 5500 Plan Count Trajectory 3y

2024	1
2025	1

Schedule C Total Compensation

5,486

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0002106874

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-01-28

Edgar Last Filing Date

2026-05-06

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-06

Accession0001398344-26-008547

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4543

Soi Zip Pct 200k Plus

0.2474

Soi Zip Returns 200k Plus

2140

Soi Zip Total AGI

1,973,574

Fdic Zip Total Deposits

22,932,498,000

Fdic Zip Branch Count

331

Fdic Zip Top Banks

Wells Fargo Bank, National Association

Franklin Federal Savings and Loan Association of Richmond

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

1802 BAYBERRY COURTSUITE 203RICHMOND, VA 23226

Business

1802 BAYBERRY COURTSUITE 203RICHMOND, VA 23226

Edgar EIN

301151813

Edgar Recent Filings

13F-HR2026-05-06 · 0001398344-26-008547

13F-HR2026-01-28 · 0001398344-26-001468

Fdic Zip Branches Raw

Signet Bank-VirginiaRichmond, VA

Fdic Zip HHI

509.67

Fdic Zip Top Bank Share Pct

12.63

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-17T18:06:18Z

Rdap Domain Last Changed

2024-10-18T14:47:11Z

Rdap Nameservers

Ns45.domaincontrol.comNs46.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	16,334
Returns	1,480

Stub 2

AGI	44,059
Returns	1,180

Stub 3

AGI	73,699
Returns	1,190

Soi Zip Total Business Income

61,704

Soi Zip Total Cap Gains

229,518

Soi Zip Total Dividends

163,794

Soi Zip Total Returns

8,650

Top Owner CRD

2305638

Trust Company Affiliate