KENDALL JAMES ADVISORS

KENDALL JAMES ADVISORS is an SEC-registered investment adviser (CRD 283460). Regulatory assets under management: $23.9M.

Registration

• CRD: 283460
• Type: Registered investment adviser
• Phone: 302-463-0720
• Latest filing: 2026-01-07
• Regulatory AUM: $23.9M
• Discretionary AUM: $23.9M
• Clients: 2
• Accounts: 15

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283460 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search