K
Kendall James Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,900,000
Clients
7
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$3,414,286
About
Kendall James Advisors provides discretionary portfolio management to individual investors, with a focus on constructing equity‑oriented portfolios for clients who meet the firm’s qualified‑client criteria rather than broad, non‑high‑net‑worth retail accounts. The firm offers ongoing supervision and rebalancing and will hold cash or short‑duration bonds when undervalued equities are not available.
The investment approach is value‑oriented and grounded in fundamental analysis, seeking common stocks trading below the advisor’s estimate of intrinsic worth and favoring a buy‑and‑hold horizon of at least five years. Portfolios are customized to clients’ objectives, risk tolerances and liquidity needs, and the firm generally manages accounts on a discretionary basis.
Distinctive features include the use of performance‑based fees for qualified clients alongside management of non‑qualified accounts (side‑by‑side management), a configuration that is relatively uncommon among similar supported firms. The firm operates on a relatively small, concentrated client roster and provides regular (including quarterly) performance reporting and monitoring.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
20% of the gains generated in the account for Qualified Clients
Account minimum: No minimum to open and maintain an advisory account
Main office location
Kendall James Advisors
Hockessin DE, United States
Number of offices
1
Most active in
Kendall James Advisors has reported serving >5 clients in these states in the last 12 months.
Delaware
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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