Lemuel James Financial
Firm details
- Headquarters
- ,
- CRD number
- 162212
- Website
- www.lemueljamesfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.71%
- Individuals47.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Lemuel James Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works primarily with individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its stated advisory services include pension consulting. Compensation comes through a percentage-of-assets-under-management schedule and hourly charges. The adviser does not characterize itself as an active ESG investor and is not set up as a multi-state adviser or capital allocator. The firm appears to run a small, client-focused practice rather than a large institutional platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Investment Grade Corp Bonds15%
- US Government Bonds13%
- Cash & Cash Equivalents12%
Contacts
1 of 1Lemuel Mayberry
Managing PrincipalCRD 3174588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations