RIA JAPAN (Investment Advisory) Publishes Customer Figures for End of March 2026: Average Cumulative Return 104.58%, 86.4% of Customers Exceed +30% Cumulative Return
RIA JAPAN announced its preliminary client performance figures as of March 2026, reporting an average cumulative return of +104.58% and revealing that 100% of clients experienced a positive annual return.
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- 📰 Published: April 7, 2026 at 00:45
- 🔍 Collected: April 6, 2026 at 16:30
- 🤖 AI Analyzed: April 21, 2026 at 02:31 (346h 1m after Collected)
RIA JAPAN (Okanegaku Co., Ltd., Koto-ku, Tokyo; Representative: Takashi Ando, Investment Advisory Business) has announced preliminary client figures as of the end of March 2026, reporting an average cumulative customer return of +104.58% and an average annual customer return of 26.51%.
RIA JAPAN, a neutral advisor specializing in asset management advice that provides investment advisory services without receiving commissions or kickbacks from securities firms, has released its customer figures as of the end of March 2026 (preliminary figures).
1. Average Customer Cumulative Return +104.58% / +198,066,217 yen *1, Over 90% of Customers Have a Cumulative Return of +20% or More
Despite advising on a stable, balanced portfolio combined with an income strategy *2,
the average cumulative return for clients as of the end of March 2026 was 104.58%.
The average cumulative return per customer was +198,066,217 yen.
The average amount invested by customers was 189,395,922 yen.
*1 A market value comparison as of 2026/03/31 against the amount the customer invested into securities companies, etc. The longest contract period is approximately 10.39 years (approx. 10 years and 4 months), and the shortest is approximately 0.14 years (0 years, 1 month, and 23 days). Because data was retrieved at the close of the US market on 3/31, data is dated 4/1 in principle.
Cumulative return is not an annualized return and does not guarantee this yield.
*2 Customer stock allocation is approximately 14% to 68% (as of 2026/03/31).
*3 Customer cumulative return (%) is calculated based on the Financial Services Agency's common KPI calculation basis:
(Market value on base date - Cumulative investment advisory fees - Invested amount) divided by the "Invested amount". Calculation details are listed at the bottom of this article.
2. Average Annual Return 26.51%; Compared to Invested Amount, All Customers* Had Positive Annual Returns
Comparing 2025/03/31 and 2026/03/31, the average annual return for customers was 26.51% *4.
For the annual return, all customers experienced positive returns. *5
RIA JAPAN, a neutral advisor specializing in asset management advice that provides investment advisory services without receiving commissions or kickbacks from securities firms, has released its customer figures as of the end of March 2026 (preliminary figures).
1. Average Customer Cumulative Return +104.58% / +198,066,217 yen *1, Over 90% of Customers Have a Cumulative Return of +20% or More
Despite advising on a stable, balanced portfolio combined with an income strategy *2,
the average cumulative return for clients as of the end of March 2026 was 104.58%.
The average cumulative return per customer was +198,066,217 yen.
The average amount invested by customers was 189,395,922 yen.
*1 A market value comparison as of 2026/03/31 against the amount the customer invested into securities companies, etc. The longest contract period is approximately 10.39 years (approx. 10 years and 4 months), and the shortest is approximately 0.14 years (0 years, 1 month, and 23 days). Because data was retrieved at the close of the US market on 3/31, data is dated 4/1 in principle.
Cumulative return is not an annualized return and does not guarantee this yield.
*2 Customer stock allocation is approximately 14% to 68% (as of 2026/03/31).
*3 Customer cumulative return (%) is calculated based on the Financial Services Agency's common KPI calculation basis:
(Market value on base date - Cumulative investment advisory fees - Invested amount) divided by the "Invested amount". Calculation details are listed at the bottom of this article.
2. Average Annual Return 26.51%; Compared to Invested Amount, All Customers* Had Positive Annual Returns
Comparing 2025/03/31 and 2026/03/31, the average annual return for customers was 26.51% *4.
For the annual return, all customers experienced positive returns. *5