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JAMES RIVER ASSET MANAGEMENT, LLC
CRD 117917 · SEC 801-112743
15521 MIDLOTHIAN TNPK., SUITE 100, MIDLOTHIAN, VA, 23113, United States
Phone
804-323-0517
Fax
888-307-5162
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$273.8M
Discretionary AUM
$254.3M
Team
9 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $84.7M |
| High net worth individuals | 104 | $184.7M |
| Charitable organizations | 6 | $2.6M |
| Corporations/business entities | 3 | $1.9M |
States served
MD, NC, SC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD