LITTLEJOHN FINANCIAL SERVICES INC

Legal name: LITTLEJOHN FINANCIAL SERVICES, INC

CRD 155113File 801-120952

APPROVED

Retail clients

Disclosure events

Filing as of Feb 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$171.3M

Bottom 25% of cohort (national)

Discretionary AUM

$171.3M

Clients

560

1,236 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Apr 26, 2021
Principal office: 2000 WEST HARVARD AVENUE, SUITE 100, ROSEBURG, OR, 97471
Phone: 541-375-0898
Website: http://www.pinterest.com/littlejohnfinancial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $171.3M
Discretionary AUM: $171.3M
Non-discretionary AUM: $0
Discretionary accounts: 1,236
Non-discretionary accounts: 0
Total accounts: 1,236
AUM per client: $306K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	5	$4.3M
High net worth individuals	39	$63.4M
Pension and profit sharing plans	Fewer than 5	$3.6M
Individuals (other than high net worth individuals)	516	$100.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11H2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.