{"url":"https://nivawealth.com/firms/the-junk-investment-group-104619","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104619","regulatoryAum":594970561,"crd":"104619","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6656631","suffix":null,"lastName":"ADAMS","firstName":"ELI","middleName":"JOSEPH"},{"crd":"7234438","suffix":null,"lastName":"Mangione","firstName":"Nicholas","middleName":"Paul"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-02","regulatoryAum":422025480,"clients":253,"employees":7,"offices":1},{"filedOn":"2022-06-30","regulatoryAum":490977691,"clients":277,"employees":8,"offices":1},{"filedOn":"2023-07-18","regulatoryAum":354904837,"clients":269,"employees":7,"offices":1},{"filedOn":"2024-03-11","regulatoryAum":419273673,"clients":258,"employees":7,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":526501633,"clients":263,"employees":6,"offices":1},{"filedOn":"2026-02-09","regulatoryAum":594970561,"clients":264,"employees":6,"offices":1}],"secFileNumber":"801-34480","legalName":"The 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They include 218 high-net-worth individuals and 46 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Junk Investment Group offer?","answer":"The Junk Investment Group provides financial planning, portfolio management for individuals and small businesses, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Junk Investment Group charge?","answer":"The Junk Investment Group charges 0.75%–1.00% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable, has a $1,200 annual minimum and requires an account of at least $750,000.","source":"THE JUNK INVESTMENT GROUP ADV PART 2A, filed 9 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Junk Investment Group use?","answer":"The Junk Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $543M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Junk Investment Group have?","answer":"The Junk Investment Group has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 The Junk Investment Group invest in?","answer":"At the end of its last fiscal year, The Junk Investment Group’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 4% exchange-traded equities.","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":"Does The Junk Investment Group have a minimum investment?","answer":"Yes, The Junk Investment Group’s minimum account size for its Portfolio Management Services is $750K. It charges a $1.2K annual minimum fee.","source":"THE JUNK INVESTMENT GROUP ADV PART 2A, filed 9 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns The Junk Investment Group?","answer":"The Junk Investment Group’s direct owner is Eli Adams (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Junk Investment Group get paid?","answer":"The Junk Investment Group is paid through a percentage of assets under management 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":"How do I contact The Junk Investment Group?","answer":"The Junk Investment Group’s main office is at 307 International Circle, Suite 540, Hunt Valley, MD 21030-1439. 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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."}