# James Carter William

James Carter William appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-05-23 | Form ADV | [ISELECT FUND MANAGEMENT, LLC](https://search.stillhousedata.com/firm/285182) | PRESIDENT, MANAGING DIRECTOR, CCO, AND BOARD MEMBER | ST. LOUIS, MO |
| — | Form ADV | [LONE PEAK ADVISERS, LLC](https://search.stillhousedata.com/firm/296772) | VICE PRESIDENT, CCO, SECRETARY, TREASURER | DRAPER, UT |
| — | Form ADV | [JAMES INVESTMENT RESEARCH INC](https://search.stillhousedata.com/firm/110433) | CO-TRUSTEE | XENIA, OH |
| — | Form ADV | [LEGACY PLANNING GROUP](https://search.stillhousedata.com/firm/145130) | OWNER | MIDVALE, UT |
| — | Form ADV | [ALPHA INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/171460) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | BROOMFIELD, CO |
| — | Form ADV | [ROCK STREET CAPITAL LLC](https://search.stillhousedata.com/firm/172359) | MANAGING MEMBER | KIHEI, HI |


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Source: public SEC filing 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.