# DAVID JAMES FINANCIAL

DAVID JAMES FINANCIAL of NORTH LIBERTY, IA is an SEC-registered investment adviser.

## Registration

- CRD: 306301
- Type: SEC-registered investment adviser
- SEC file number: 801-123332
- Location: 595 ASHLEY COURT SUITE 2, NORTH LIBERTY, IA, 52317
- Phone: 319 535-4525
- Latest filing: 2025-02-12
- Regulatory AUM: $116.1M
- Discretionary AUM: $116.1M
- Clients: 4
- Accounts: 391

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| David Patrick Senkyr | VICE PRESIDENT | — |
| Rebecca Ann Baedke | CHIEF COMPLIANCE OFFICER | — |
| David James Lane | PRESIDENT | — |
| LANE PETER JAMES | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BAEDKE REBECCA ANN | CHIEF COMPLIANCE OFFICER | — |
| SENKYR DAVID PATRICK | GENERAL PARTNER; OWNER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306301/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306301/similar
- Related entities: https://search.stillhousedata.com/firm/306301/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306301

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.