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(Westlake, TX), with $1.19B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MJP Associates have?","answer":"MJP Associates has 12 investment adviser representatives registered with state securities authorities, out of 21 employees, and 12 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 10 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 MJP Associates invest in?","answer":"At the end of its last fiscal year, MJP Associates’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 4% state and local bonds, 3% cash and equivalents, 2% U.S. government and agency bonds, 2% other, 1% non-exchange-traded equities, 1% high-yield corporate bonds, 1% derivatives and 1% pooled vehicles (private funds and similar). The 2% other category is described as: Annuities.","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 MJP Associates?","answer":"MJP Associates’ direct owners are Brian Vendig (50% to 75%) and Michele Vendig (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MJP Associates get paid?","answer":"MJP Associates is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is MJP Associates registered with the SEC?","answer":"Yes, MJP Associates has been registered with the SEC as an investment adviser since 1 September 2004. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}