James River Asset Management, LLC's Form ADV discloses 1.25% on the first $300,000, 0.90% on the next $700,000, 0.70% on the next $2 million, 0.50% on the next $2 million, and 0.35% on assets above $5 million. See complete fee breakdown ↓
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 August 5, 2026. View client details ↓
According to their SEC Form ADV, James River Asset Management, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
James River Asset Management, LLC manages $274 million in client assets according to their SEC filing dated August 5, 2026.
According to their SEC Form ADV, James River Asset Management, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓