JAMES INVESTMENT RESEARCH INC

CRD 110433 · SEC 801-12359

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1349 FAIRGROUND ROAD, XENIA, OH, 45385, United States

Phone

937-426-7640

Fax

937-426-7097

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.21B

Discretionary AUM

$1.18B

Team

15 total employees; 8 advisory reps; 3 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; PROJECT-BASED FEES

Org form

Corporation

Filing date

2026-05-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersRESEARCH & TAX PREPARATION

Client types

Type	Clients	AUM
Individuals	295	$104.1M
High net worth individuals	109	$463.1M
Investment companies	1	$551.4M
Charitable organizations	12	$38.4M
Corporations/business entities	14	$43.8M

States served

AL, CA, KY, LA, MI, NC, OH, PA, TN, TX, FL

All web addresses on file

HTTPS://WWW.FACEBOOK.COM/JAMESINVT
https://www.youtube.com/channel/UCXtypmCV8HOudKu5Bn-UrBQ
HTTPS://LINKEDIN.COM/COMPANY/JAMES-INVESTMENT
HTTPS://TWITTER.COM/JAMESINVT
HTTP://WWW.JAMESINVESTMENT.COM

Official SEC filing: View on IAPD