James River Asset Management, LLC

Overview

James River Asset Management, LLC is an independent, SEC-registered advisory firm organized as an LLC and in operation since 2018. The firm serves both individual and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee schedule includes AUM-based fees along with hourly and fixed-fee arrangements. James River does not describe itself as an active ESG investor and is not positioned as a multi-state advisory network or a dedicated capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives