Investment adviser · CRD 155113
LITTLEJOHN FINANCIAL SERVICES INC
Investment adviser filing (IA)
LITTLEJOHN FINANCIAL SERVICES, INC
ROSEBURG, OR, United States · Form ADV filed Feb 19, 2026
- Regulatory AUM
- $171M Form ADV · Item 5.F
- Client accounts
- 1,236 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 516 | $99,994,753 | 58.4% |
| High-net-worth individuals | 39 | $63,350,637 | 37.0% |
| Charities | 5 | $4,321,399 | 2.5% |
| Retirement plans | Fewer than 5 | $3,590,447 | 2.1% |
Filing source
Form ADV 2050028 · Feb 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2000 WEST HARVARD AVENUE, SUITE 100ROSEBURG, OR, 97471, United States
CRD 155113
Filing source
Form ADV 2050028 · Feb 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.