Overview

Headquarters
Falls Church, VA
Total Firm Assets
$139 million
Average High-Net-Worth Client Portfolio Size
$1.4 million

Fee Disclosure

Source: THE SCOTT S. JAMES COMPANY (2026-10-19) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.00%
$500,001 $1,000,000 0.75%
$1,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,750 0.88%
$5 million $28,750 0.58%
$10 million $53,750 0.54%
$50 million $253,750 0.51%
$100 million $503,750 0.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
88.35%
Number of High-Net-Worth Clients
85
Total Client Accounts
267
Discretionary Accounts
249
Non-Discretionary Accounts
18

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
105861

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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