Advisor at Ensure Capital 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
Ensure Capital LLC
Location
Alpharetta, GA
Credentials
Series 65, Series 66
Industry experience
11 years
James Mcgeehan is a financial advisor at Ensure Capital LLC in Annandale, VA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He previously worked at the US Department of Transportation and has been associated with Ensure Capital (formerly Oaktree Capital) since 2009. Outside of advising, he is involved in business brokerage services and holds a Delaware real estate license. Ensure Capital LLC provides financial planning and discretionary portfolio management to individual and small business clients, as well as advising company-sponsored retirement plans and trustees. The firm employs a long-term, asset allocation-focused investment approach using a variety of securities and strategies and offers additional counsel on non-securities financial products such as annuities and insurance.
Based on Ensure Capital LLC
Fixed fees for financial planning services ranging from $500 to $2,000 depending on complexity.
$0 - $1,000,000: 1.75% to 2% $1,000,000+: 1.75%
Hourly charges range from $125 to $425 per hour for financial planning.
Account minimum: $250,000.00 Fee-only: Financial planning fees range from $500 to $2,000 for a written plan; hourly fees range from $125 to $425 per hour.
Alpharetta, GA
Georgia · Virginia
Ensure Capital LLC
2025 - Present (1 year)
US DOT
2016 - 2017 (1 year)
ENSURE CAPITAL (Formerly OAKTREE CAPITAL)
2009 - 2024 (15 years)
CBM Properties
1986 - Present (40 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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Series 65
Cumming, GA
VIVCAP LLC
Series 65
Marietta, GA
AF Capital Management, LLC
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
Series 63, Series 65
Canton, GA
Gustafsson Wealth Management, Inc.
CFP®, Series 63
Alpharetta, GA
Cwpim
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")