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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Littlejohn Financial Services have?","answer":"Littlejohn Financial Services has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Littlejohn Financial Services invest in?","answer":"At the end of its last fiscal year, Littlejohn Financial Services’ separately managed accounts held 84% exchange-traded equities, 9% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Littlejohn Financial Services?","answer":"Littlejohn Financial Services’ direct owner is Fred Littlejohn (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Littlejohn Financial Services get paid?","answer":"Littlejohn Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. 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