# James Equity Management, LLC

> James Equity Management, LLC is a state-registered investment advisory firm in Miami, FL, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 334190
- Filed as: JAMES EQUITY MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334190
- AdvisorCensus page: https://advisorcensus.com/firm/james-equity-management-llc-miami-fl-334190

## Quick answers

**How is James Equity Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), James Equity Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is James Equity Management, LLC located?**
James Equity Management, LLC's principal office is in Miami, FL, according to its Form ADV.

**Is James Equity Management, LLC registered with the SEC or a state?**
James Equity Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334190.

**Does James Equity Management, LLC 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/334190

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. James Equity Management, LLC (CRD 334190): Form ADV filing data as of October 2026.