RIA Intel›Advisers›Nebraska›JAMES STUART, III

JAMES STUART, III

Advisory

LINCOLN, NE

Data as of Mar 27, 2009 · Source: SEC Form ADV

Total AUM

$41M

1-Year AUM Growth

-21.0%

3-Year CAGR

-8.7%

Employees

0

Assets Under Management

Total AUM$41M

Discretionary AUM$40M

Non-Discretionary AUM$1M

Discretionary %97.6%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingJan 19, 2001

Latest FilingMar 27, 2009

🔒 Full AUM trend chart and 12 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Get the full picture on JAMES STUART, III

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.