Firm profile

THE SCOTT S. JAMES COMPANY

FALLS CHURCH, VACRD 105861Latest ADV March 30, 2026

The Scott S. James Company is an SEC registered investment adviser organized as a corporation with a primary office location in Falls Church, VA.

Assets Under Management
$139M
Employees
3
Offices
--
Total Clients
139
Primary office
FALLS CHURCH, VA
6700 ARLINGTON BLVD, FALLS CHURCH, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOScott S. James

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 61.2% of total clients.
Top client categories% of clientsClients
1
HNWI
61.2%
85
2
Individuals
38.8%
54

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$139Mas of March 30, 2026
Discretionary94.6%
$132M
95% of total RAUM94.6%
Non-discretionary5.4%
$8M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$139M
Total Accounts267
10Y AUM Change+$32M (+29.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee46:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.