RIA Intel›Advisers›South Carolina›VASSAS JR., JAMES W

VASSAS JR., JAMES W

Advisory

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account

$46K

across 55 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, NJ, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

55 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in SC

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

FLOURISH FINANCIAL LIFE PLANNING, LLC

$3M

WINYAH FINANCIAL SERVICES, LLC

$3M

PRAJANA VENTURES, LLC

ROCK HILL, SC

$3M

LUTHER WEALTH MANAGEMENT LLC

$3M

TWO TREE FINANCIAL, LLC

$2M

WINTHROP & ASSOCIATES LLC

CHARLESTON, SC

$3M

-4.3% 1Y

Get the full picture on VASSAS JR., JAMES W

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VASSAS JR., JAMES W and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans