# Lemuel James Financial

> Lemuel James Financial is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 162212
- Filed as: LEMUEL JAMES FINANCIAL
- Legal name: Lemuel James Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/162212
- AdvisorCensus page: https://advisorcensus.com/firm/lemuel-james-financial-162212

## Quick answers

**How is Lemuel James Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Lemuel James Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Lemuel James Financial registered with the SEC or a state?**
Lemuel James Financial is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 162212.

**How much does Lemuel James Financial manage?**
Lemuel James Financial reports $18,023,000 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**What types of clients does Lemuel James Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (5).

**Does Lemuel James Financial 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/162212

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,023,000
- Discretionary: $18,023,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 157 | $8,523,000 |
| High net worth individuals | 5 | $9,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lemuel James Financial (CRD 162212): Form ADV filing data as of October 2026.