James River Asset Management, LLC

James River Asset Management, LLC (CRD# 117917) is a financial advisory firm headquartered in Midlothian, VA. They manage $85,000,000 in 450 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $188,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at James River Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brian T. Hennaman
CRD#: 3084766
15521 Midlothian Tnpk., Suite 100, Midlothian, VA 23113
96
Wealthminder
score

Brian Hennaman (CRD# 3084766) is an Investment Advisor Representative working at James River Asset Management, LLC in Midlothian, VA and has over 19 years of experience in the finance industry. Brian Hennaman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert L. Fitch
CRD#: 208913
804 Moorefield Park Dr., Suite 102, Richmond, VA 23236
93
Wealthminder
score

Robert Fitch (CRD# 208913) is an Investment Advisor Representative working at James River Asset Management, LLC in Richmond, VA and has over 25 years of experience in the finance industry.

3
Alvin H. Miller
CRD#: 1074249
804 Moorefield Park Drive, Suite 102, Richmond, VA 23236
93
Wealthminder
score

Alvin Miller (CRD# 1074249) is an Investment Advisor Representative working at James River Asset Management, LLC in Richmond, VA and has over 35 years of experience in the finance industry.

4
Lucas L. Swygard
CRD#: 5752897
15521 Midlothian Tnpk., Suite 100, Midlothian, VA 23113
93
Wealthminder
score

Lucas Swygard (CRD# 5752897) is an Investment Advisor Representative working at James River Asset Management, LLC in Midlothian, VA and has over 7 years of experience in the finance industry.

5
Matthew J. Morgan
CRD#: 6446898
15521 Midlothian Tnpk., Suite 100, Midlothian, VA 23113
87
Wealthminder
score

Matthew Morgan (CRD# 6446898) is an Investment Advisor Representative working at James River Asset Management, LLC in Midlothian, VA and has 1 year of experience in the finance industry.

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