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THE SCOTT S. JAMES COMPANY

FALLS CHURCH, VA · CRD 105861 · IAPD ↗ · scottjamesgroup.com · 703-533-2500

$139.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2025 — THE SCOTT S. JAMES COMPANY reported RAUM up 37% ($91.6M -> $125.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — THE SCOTT S. JAMES COMPANY notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.