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James Duncan Wingett

WOLF RIVER CAPITAL MANAGEMENT, LLC·MEMPHIS, Tennessee
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5384 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 3150351Firm CRD# 149038
01

About

James Duncan Wingett is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with WOLF RIVER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WOLF RIVER CAPITAL MANAGEMENT, LLC
WOLF RIVER CAPITAL MANAGEMENT, LLC
AUM
$266M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WOLF RIVER CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3150351
Firm CRD# 149038
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Duncan Wingett offer?
James Duncan Wingett specializes in Retirement Planning, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are James Duncan Wingett's credentials?
James Duncan Wingett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Duncan Wingett located?
James Duncan Wingett is based in MEMPHIS, Tennessee, working with WOLF RIVER CAPITAL MANAGEMENT, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does James Duncan Wingett charge for services?
James Duncan Wingett's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLF RIVER CAPITAL MANAGEMENT, LLC?
WOLF RIVER CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MEMPHIS
Michael Heflin Tindal — HIGHLAND CAPITAL MANAGEMENT, LLCSteven Michael Stack — HIGHLAND CAPITAL MANAGEMENT, LLCChristopher Webster Canale — CONSULTING SERVICES GROUP, LLCDavid Sewall Waddell — WADDELL & ASSOCIATES, LLCWilliam Robert Renovich — WOLF RIVER CAPITAL MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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