Advisor at Axient Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Axient Investment Advisors LLC
Location
Huntsville, AL 35801
Credentials
Series 66
Industry experience
< 1 year
James Mc Crary is a financial advisor at Axient Investment Advisors LLC in Huntsville, AL, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at StoneX Advisors Inc., StoneX Securities Inc., and River Bank and Trust. Outside of his advisory work, he has been involved in full-time education for over a decade and has served as a financial advisor at Eagle Creek Wealth Management. Axient Investment Advisors LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers multiple implementation strategies, including proprietary equity-focused model portfolios and third-party money manager programs, and provides ERISA consulting and educational seminars.
Based on Axient Investment Advisors LLC
Based on Axient Investment Advisors LLC
Financial Planning fixed fees up to $5,000 or $10,000; Financial Consulting fixed fees up to $10,000
Negotiable up to 2.00% annually (1.50% for annuity allocations)
Commissions for insurance sales and securities sales through affiliated broker-dealer StoneX Securities Inc.
Up to $500/hour for Financial Planning and Consulting services
Account minimum: $25,000 (may be waived at discretion) Fee-only: Financial Planning: up to $5,000 fixed fee (under $10 million in assets), up to $10,000 fixed fee (over $10 million); up to $500/hour hourly rate; Financial Consulting: up to $10,000 fixed fee, up to $500/hour hourly rate
403 Madison St Se, 2 Nd Fl
Huntsville, AL 35801
Alabama
StoneX Advisors Inc
2025 - 2026 (1 year)
StoneX Securities Inc.
2025 - Present (1 year)
River Bank and Trust
2024 - 2024 (1 year)
1818 Farms
2020 - 2022 (2 years)
Full Time Education
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Huntsville, AL
Capital Stewards, LLC
Series 65
Huntsville, AL
Lamont Trading Advisors, Inc.
CFP®, ChFC®, Series 63, Series 65
Toney, AL
Junkin & Company, Inc.
ChFC®, Series 63
Huntsville, AL
KG Consulting Group, Inc.
Series 65
Huntsville, AL
LifeFirst Wealth, LLC
Series 65
Huntsville, AL
Tennessee Valley Investment Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")