RIA Intel›Advisers›Virginia›JAMES GRIFFIN SOLE PROPRIETOR

JAMES GRIFFIN SOLE PROPRIETOR

Advisory

VA

Data as of Jun 23, 2026 · Source: SEC Form ADV

Average account
$440K
across 54 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM
$24M
Discretionary %
63.1%
Clients
54
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$15M
Non-Discretionary AUM$9M
Discretionary %63.1%
Total Clients54
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

JOHN STEWART ELLISON
$24M
ROUND OAK CAPITAL LLC
CHARLOTTESVILLE, VA
$24M
SUMMERS CAPITAL SERVICES INC
CHARLOTTESVILLE, VA
$24M
-22.1% 1Y
RETIREMENT WEALTH MANAGEMENT, INC.
$24M
-9.3% 1Y
VESTEER WEALTH MANAGEMENT, LLC
$24M
ARDENT WEALTH ADVISORY, LLC
MIDLOTHIAN, VA
$24M

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