JAMES MORGAN ASSET MANAGEMENT, LLC

Overview

James Morgan Asset Management, LLC is a small, independent Registered Investment Advisor organized as an LLC and owned by an individual. The firm serves individuals and families with financial planning and portfolio management, including smaller business owner accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser does not position itself as a capital allocator, is not active on ESG mandates, and does not operate as a multistate or pension consultant. An industry affiliation with a law firm is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives