LEMUEL JAMES FINANCIAL

LEMUEL JAMES FINANCIAL is an SEC-registered investment adviser (CRD 162212). Regulatory assets under management: $18.0M.

Registration

• CRD: 162212
• Type: Registered investment adviser
• Phone: 210-287-2992
• Latest filing: 2026-05-15
• Regulatory AUM: $18.0M
• Discretionary AUM: $18.0M
• Clients: 1
• Accounts: 205

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 162212 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search