James Investment Research Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Xenia, OH. Its latest Form ADV filing, dated December 18, 2025, reports $1.2B in regulatory assets under management, 15 employees, and 692 accounts.
Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
295
2
HNWI
25.3%
109
3
Corporations
3.2%
14
4
Charitable
2.8%
12
5
Investment Cos.
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
RELIGOUS/UMA<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of December 18, 2025
Discretionary97.1%
$1.2B
97% of total RAUM97.1%
Non-discretionary2.9%
$35M
3% of total RAUM2.9%
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$1.2B
Total Accounts692
10Y AUM Change$-5.2B (-81.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee29:1
10Y Employee Change-4 (-21.1%)
* 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.