Overview
Assets Under Management: $274 million
Headquarters: MIDLOTHIAN, VA
High-Net-Worth Clients: 104
Average Client Assets: $1.8 million
Frequently Asked Questions
JAMES RIVER ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117917), JAMES RIVER ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JAMES RIVER ASSET MANAGEMENT, LLC is headquartered in MIDLOTHIAN, VA.
JAMES RIVER ASSET MANAGEMENT, LLC serves 104 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, JAMES RIVER ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
JAMES RIVER ASSET MANAGEMENT, LLC manages $274 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, JAMES RIVER ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.45%
Average Client Assets: $1.8 million
Total Client Accounts: 1,254
Discretionary Accounts: 1,128
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 117917
Filing ID: 2064339
Last Filing Date: 2026-03-27 14:54:32