Advisor at Sovereign 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
Sovereign Capital LLC
Location
Fayetteville, AR
Credentials
Series 66
Industry experience
8 years
James Wheeler is a financial advisor with Sovereign Capital LLC in Fayetteville, Arkansas. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Arvest Wealth Management and Arvest Bank. Outside of finance, Wheeler owns and operates Adventure Lawn Care LLC, a lawn service business. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading, with a focus on tailored allocations and the use of derivatives and complex instruments.
Based on Sovereign Capital LLC
0.65% to 1.25% annually depending on assets, service complexity, and administration level
Account minimum: $250,000 minimum (may be waived at discretion) Fee-only: Annual portfolio management fees billed quarterly in arrears, ranging from 0.65% to 1.25% depending on assets and services
Fayetteville, AR
Arkansas
Sovereign Capital LLC
2021 - Present (5 years)
Arvest Wealth Management
2017 - 2021 (4 years)
Arvest Bank
2016 - 2017 (1 year)
WACO Title Company
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Fayetteville, AR
SignalUp Wealth, LLC
Series 66
Fayetteville, AR
Holy City Prosperity, LLC
Series 65
Fayetteville, AR
Cabana Asset Management
ChFC®, Series 63, Series 65
Sprindale, AR
Lafargue Financial Group, Inc.
CFP®
Springdale, AR
Lafargue Financial Group, Inc.
Series 63, Series 65
Fayetteville, AR
Zeiser Wealth Management LLC
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")