← Directory
J K R & COMPANY, INC.
CRD 8040File 801-136249
APPROVED
Retail clients
Disclosure events
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$136.3M
Bottom 25% of cohort (national)
Discretionary AUM
$136.3M
Clients
95
229 accounts
Employees
5
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 26, 2026
- Principal office
- 7145 WOODLEY AVENUE, VAN NUYS, CA, 91406
- Phone
- 818-781-7721
- Website
- HTTP://WWW.JKRCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.3M
- Discretionary AUM
- $136.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 229
- Non-discretionary accounts
- 0
- Total accounts
- 229
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $85.4M |
| Individuals (other than high net worth individuals) | 65 | $50.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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- Q11E2
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.