Overview
Assets Under Management: $139 million
Headquarters: FALLS CHURCH, VA
High-Net-Worth Clients: 85
Average Client Assets: $1.4 million
Frequently Asked Questions
THE SCOTT S. JAMES COMPANY 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 #105861), THE SCOTT S. JAMES COMPANY is subject to fiduciary duty under federal law.
THE SCOTT S. JAMES COMPANY is headquartered in FALLS CHURCH, VA.
THE SCOTT S. JAMES COMPANY serves 85 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, THE SCOTT S. JAMES COMPANY offers financial planning and portfolio management for individuals. View all service details ↓
THE SCOTT S. JAMES COMPANY manages $139 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, THE SCOTT S. JAMES COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.35%
Average Client Assets: $1.4 million
Total Client Accounts: 267
Discretionary Accounts: 249
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 105861
Filing ID: 2075048
Last Filing Date: 2026-03-30 14:06:06