James Carter William appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Carter William appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-05-23 | Form ADV | ISELECT FUND MANAGEMENT, LLC | PRESIDENT, MANAGING DIRECTOR, CCO, AND BOARD MEMBER | ST. LOUIS, MO |
| — | Form ADV | LONE PEAK ADVISERS, LLC | VICE PRESIDENT, CCO, SECRETARY, TREASURER | DRAPER, UT |
| — | Form ADV | JAMES INVESTMENT RESEARCH INC | CO-TRUSTEE | XENIA, OH |
| — | Form ADV | LEGACY PLANNING GROUP | OWNER | MIDVALE, UT |
| — | Form ADV | ALPHA INVESTMENT MANAGEMENT, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | BROOMFIELD, CO |
| — | Form ADV | ROCK STREET CAPITAL LLC | MANAGING MEMBER | KIHEI, HI |