Firm profile

JAMES RIVER ASSET MANAGEMENT, LLC

MIDLOTHIAN, VACRD 117917Latest ADV March 27, 2026

James River Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Midlothian, VA. Its latest Form ADV filing, dated March 27, 2026, reports $274M in regulatory assets under management, 9 employees, and 1,254 accounts.

Assets Under Management
$274M
Employees
9
Offices
--
Total Clients
420
Primary office
MIDLOTHIAN, VA
15521 MIDLOTHIAN TNPK., SUITE 100, MIDLOTHIAN, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSally S. Orr

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.1% of total clients.
Top client categories% of clientsClients
1
Individuals
73.1%
307
2
HNWI
24.8%
104
3
Charitable
1.4%
6
4
Corporations
0.7%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$274Mas of March 27, 2026
Discretionary92.9%
$254M
93% of total RAUM92.9%
Non-discretionary7.1%
$19M
7% of total RAUM7.1%
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$274M
Total Accounts1,254
10Y AUM Change+$125M (+83.5%)

Employee Growth by Quarter

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

Total Employees9
Clients per Employee47:1
10Y Employee Change+2 (+28.6%)

* 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.