# Arman James Investments

> Arman James Investments is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated November 15, 2023.

- CRD: 155197
- Filed as: ARMAN JAMES INVESTMENTS
- Legal name: Arman James Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: November 15, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155197
- AdvisorCensus page: https://advisorcensus.com/firm/arman-james-investments-155197

## Quick answers

**How is Arman James Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Arman James Investments reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Arman James Investments registered with the SEC or a state?**
Arman James Investments is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 155197.

**How much does Arman James Investments manage?**
Arman James Investments reports $25,518,000 in regulatory assets under management in its Form ADV filing dated November 15, 2023 (100% discretionary).

**What types of clients does Arman James Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (38).

**Does Arman James Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155197

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $25,518,000
- Discretionary: $25,518,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $10,762,000 |
| High net worth individuals | 38 | $14,756,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- armanjames.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arman James Investments (CRD 155197): Form ADV filing data as of October 2026.