JAMES CAPITAL ALLIANCE INC

XENIA, Ohio·2 registered advisors·CRD# 107078
SEC# 801-426550937-429-7384
01

Firm Overview

AUM
$274M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at JAMES CAPITAL ALLIANCE INC

2 registered advisors
Ann Marie Shaw-Kremer
XENIA, Ohio
Michael James Mcgraw
XENIA, Ohio
05

Office Locations

XENIA, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. JAMES CAPITAL ALLIANCE INC (CRD# 107078) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.