Unclaimed Profile

James Ashley Mann

VULCAN VALUE PARTNERS LLC·BIRMINGHAM, Alabama

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 79TO, Series 99TOClean record20 years registeredVULCAN VALUE PARTNERS LLC

THREE PROTECTIVE CENTER, BIRMINGHAM, AL 35223CRD# 2713401Firm CRD# 151190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Ashley Mann · BIRMINGHAM, AL

Registration

CRD #2713401 · VULCAN VALUE PARTNERS LLC · 20 years registered

Brand Profile

Not yet started

Career History

VULCAN VALUE PARTNERS LLC

Aug 2022 – present

RFG ADVISORY, LLC

Nov 2020 – Aug 2022

VESTAVIA HILLS, AL

BBVA WEALTH SOLUTIONS INC.

Apr 2012 – Jul 2015

BIRMINGHAM, AL

INVESTMENT ADVISORS

Aug 2006 – Apr 2012

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · August 1, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VULCAN VALUE PARTNERS LLC

CRD 151190 · SEC 801-70739

AUM

$7.9B

Regulatory assets under management

Employees

367 client accounts

Services offered by VULCAN VALUE PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at VULCAN VALUE PARTNERS LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Ashley Mann offer?

James Ashley Mann specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are James Ashley Mann's credentials?

James Ashley Mann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Ashley Mann located?

James Ashley Mann is based in BIRMINGHAM, Alabama, working with VULCAN VALUE PARTNERS LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does James Ashley Mann charge for services?

James Ashley Mann's firm is compensated through percentage of aum, performance-based fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VULCAN VALUE PARTNERS LLC?

VULCAN VALUE PARTNERS LLC has approximately 42 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →