Kendall James Advisors

Overview

Kendall James Advisors is a small, privately owned RIA that manages concentrated, equity-heavy portfolios for individual and family clients. The firm’s advisory mandate emphasizes exchange-traded equities as the primary building block of client portfolios, with a preference for liquid, publicly traded instruments. Fee arrangements combine a percentage of assets under management with the option for performance-based fees, which aligns with the firm’s use of third‑party alternative managers where incentive fees are common. The adviser does not position itself as an ESG-focused or multi-state provider and lists portfolio management for individuals and small businesses as its principal advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices