# Kendall James Advisors

> Kendall James Advisors is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.

- CRD: 283460
- Filed as: KENDALL JAMES ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Delaware
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283460
- AdvisorCensus page: https://advisorcensus.com/firm/kendall-james-advisors-283460

## Quick answers

**How is Kendall James Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Kendall James Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Kendall James Advisors registered with the SEC or a state?**
Kendall James Advisors is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283460.

**How much does Kendall James Advisors manage?**
Kendall James Advisors reports $23,900,000 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary).

**What types of clients does Kendall James Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Kendall James Advisors 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/283460

## 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: $23,900,000
- Discretionary: $23,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 7 | $23,900,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kendall James Advisors (CRD 283460): Form ADV filing data as of October 2026.