JAMES CAPITAL ALLIANCE INC
CRD #107078 SEC #801-42655 XENIA, OH 937-429-7384
SEC Registered
Total AUM
$274.3M
Discretionary
$263.4M
Employees
7
Clients
--
Accounts
1,032
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $274.3M | $263.4M | $10.9M | 7 | 0 |
| Jun 2020 | $420.9M | $392.1M | $28.7M | 7 | 0 |
| Feb 2020 | $420.9M | $392.1M | $28.7M | 7 | 0 |
| Mar 2019 | $535.9M | $505.4M | $30.5M | 8 | 0 |
| Mar 2018 | $786M | $745.4M | $40.7M | 8 | 0 |
| Mar 2017 | $939M | $896M | $43.1M | 9 | 3,500 |
| Mar 2016 | $1B | $960.6M | $51.5M | 9 | 3,900 |
| Mar 2015 | $969.8M | $930.2M | $39.6M | 8 | 3,500 |
| Mar 2014 | $840.6M | $840.6M | $0 | 8 | 3,300 |
| Mar 2013 | $702.2M | $702.2M | $0 | 8 | 3,100 |
| Mar 2012 | $646.3M | $646.3M | $0 | 6 | 3,000 |
| Mar 2011 | $629.7M | $598.8M | $30.9M | 10 | -- |
| Mar 2011 | $629.7M | $598.8M | $30.9M | 10 | -- |
| Mar 2010 | $588.6M | $588.6M | $0 | 10 | -- |
| Mar 2007 | $550.6M | $550.6M | $0 | 10 | -- |
| Mar 2006 | $288.3M | $288.3M | $0 | 5 | -- |
| Dec 2005 | $121.5M | $121.5M | $0 | 5 | -- |
| Oct 2005 | $121.5M | $121.5M | $0 | 5 | -- |
| Mar 2002 | $31.7M | $31.7M | $0 | 5 | -- |
DateMar 2021
Total AUM$274.3M
Discretionary$263.4M
Non-Disc.$10.9M
Employees7
Clients0
DateJun 2020
Total AUM$420.9M
Discretionary$392.1M
Non-Disc.$28.7M
Employees7
Clients0
DateFeb 2020
Total AUM$420.9M
Discretionary$392.1M
Non-Disc.$28.7M
Employees7
Clients0
DateMar 2019
Total AUM$535.9M
Discretionary$505.4M
Non-Disc.$30.5M
Employees8
Clients0
DateMar 2018
Total AUM$786M
Discretionary$745.4M
Non-Disc.$40.7M
Employees8
Clients0
DateMar 2017
Total AUM$939M
Discretionary$896M
Non-Disc.$43.1M
Employees9
Clients3,500
DateMar 2016
Total AUM$1B
Discretionary$960.6M
Non-Disc.$51.5M
Employees9
Clients3,900
DateMar 2015
Total AUM$969.8M
Discretionary$930.2M
Non-Disc.$39.6M
Employees8
Clients3,500
DateMar 2014
Total AUM$840.6M
Discretionary$840.6M
Non-Disc.$0
Employees8
Clients3,300
DateMar 2013
Total AUM$702.2M
Discretionary$702.2M
Non-Disc.$0
Employees8
Clients3,100
DateMar 2012
Total AUM$646.3M
Discretionary$646.3M
Non-Disc.$0
Employees6
Clients3,000
DateMar 2011
Total AUM$629.7M
Discretionary$598.8M
Non-Disc.$30.9M
Employees10
Clients--
DateMar 2011
Total AUM$629.7M
Discretionary$598.8M
Non-Disc.$30.9M
Employees10
Clients--
DateMar 2010
Total AUM$588.6M
Discretionary$588.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$550.6M
Discretionary$550.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees5
Clients--