JAMES INVESTMENT RESEARCH INC
CRD #110433 SEC #801-12359 XENIA, OH 937-426-7640
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
15
Clients
51
Accounts
692
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.2B | $1.2B | $35M | 15 | 3 |
| Dec 2024 | $1.2B | $1.1B | $28.1M | 14 | 4 |
| Jan 2024 | $1.1B | $1B | $23.7M | 15 | 0 |
| Dec 2022 | $1.1B | $1.1B | $14.6M | 16 | 0 |
| Mar 2022 | $1.5B | $1.4B | $20.3M | 18 | 0 |
| Feb 2022 | $1.5B | $1.4B | $20.3M | 18 | 0 |
| Jan 2022 | $1.5B | $1.4B | $20.3M | 19 | 0 |
| Jan 2022 | $1.5B | $1.4B | $20.3M | 19 | 0 |
| Dec 2021 | $1.4B | $1.2B | $241.6M | 16 | 0 |
| Mar 2021 | $1.6B | $1.3B | $297.6M | 16 | 0 |
| Dec 2020 | $1.6B | $1.3B | $297.6M | 16 | 0 |
| Jun 2020 | $2.1B | $1.7B | $408.2M | 16 | 0 |
| Jan 2020 | $2.1B | $1.7B | $408.2M | 16 | 0 |
| Dec 2019 | $2.1B | $1.7B | $408.2M | 17 | 0 |
| Apr 2019 | $2.6B | $2.1B | $519.6M | 16 | 0 |
| Dec 2018 | $3.8B | $3.1B | $700.9M | 19 | 0 |
| Jan 2018 | $5.2B | $4.4B | $800.5M | 21 | 0 |
| Dec 2016 | $6.4B | $5.4B | $944.5M | 19 | 400 |
| Dec 2015 | $6.5B | $5.5B | $957M | 19 | 400 |
| Dec 2014 | $5.6B | $4.7B | $905M | 19 | 400 |
| Dec 2013 | $4.5B | $3.7B | $837.6M | 19 | 200 |
| Feb 2013 | $3.4B | $2.7B | $737.7M | 19 | 200 |
| Dec 2012 | $3.4B | $2.7B | $737.7M | 19 | 200 |
| May 2012 | $2.6B | $2B | $651.6M | 11 | 200 |
| Jan 2012 | $2.6B | $2B | $651.6M | 11 | 200 |
| Jan 2012 | $2.6B | $2B | $651.6M | 11 | 200 |
| Dec 2011 | $2.6B | $2B | $651.6M | 11 | 200 |
| Nov 2011 | $2.6B | $2B | $651.6M | 11 | 200 |
| Dec 2010 | $2.2B | $1.6B | $636.8M | -- | -- |
| Jun 2009 | $2B | $1.3B | $664.9M | -- | -- |
| Jun 2009 | $2B | $1.3B | $664.9M | -- | -- |
| Nov 2007 | $2.2B | $1.5B | $688.7M | -- | -- |
| Jan 2007 | $1.8B | $1.3B | $528M | -- | -- |
| Sep 2005 | $879M | $694M | $185M | -- | -- |
| Jan 2005 | $879M | $694M | $185M | -- | -- |
DateDec 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$35M
Employees15
Clients3
DateDec 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$28.1M
Employees14
Clients4
DateJan 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$23.7M
Employees15
Clients0
DateDec 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.6M
Employees16
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$20.3M
Employees18
Clients0
DateFeb 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$20.3M
Employees18
Clients0
DateJan 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$20.3M
Employees19
Clients0
DateJan 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$20.3M
Employees19
Clients0
DateDec 2021
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$241.6M
Employees16
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$297.6M
Employees16
Clients0
DateDec 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$297.6M
Employees16
Clients0
DateJun 2020
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$408.2M
Employees16
Clients0
DateJan 2020
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$408.2M
Employees16
Clients0
DateDec 2019
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$408.2M
Employees17
Clients0
DateApr 2019
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$519.6M
Employees16
Clients0
DateDec 2018
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$700.9M
Employees19
Clients0
DateJan 2018
Total AUM$5.2B
Discretionary$4.4B
Non-Disc.$800.5M
Employees21
Clients0
DateDec 2016
Total AUM$6.4B
Discretionary$5.4B
Non-Disc.$944.5M
Employees19
Clients400
DateDec 2015
Total AUM$6.5B
Discretionary$5.5B
Non-Disc.$957M
Employees19
Clients400
DateDec 2014
Total AUM$5.6B
Discretionary$4.7B
Non-Disc.$905M
Employees19
Clients400
DateDec 2013
Total AUM$4.5B
Discretionary$3.7B
Non-Disc.$837.6M
Employees19
Clients200
DateFeb 2013
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$737.7M
Employees19
Clients200
DateDec 2012
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$737.7M
Employees19
Clients200
DateMay 2012
Total AUM$2.6B
Discretionary$2B
Non-Disc.$651.6M
Employees11
Clients200
DateJan 2012
Total AUM$2.6B
Discretionary$2B
Non-Disc.$651.6M
Employees11
Clients200
DateJan 2012
Total AUM$2.6B
Discretionary$2B
Non-Disc.$651.6M
Employees11
Clients200
DateDec 2011
Total AUM$2.6B
Discretionary$2B
Non-Disc.$651.6M
Employees11
Clients200
DateNov 2011
Total AUM$2.6B
Discretionary$2B
Non-Disc.$651.6M
Employees11
Clients200
DateDec 2010
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$636.8M
Employees--
Clients--
DateJun 2009
Total AUM$2B
Discretionary$1.3B
Non-Disc.$664.9M
Employees--
Clients--
DateJun 2009
Total AUM$2B
Discretionary$1.3B
Non-Disc.$664.9M
Employees--
Clients--
DateNov 2007
Total AUM$2.2B
Discretionary$1.5B
Non-Disc.$688.7M
Employees--
Clients--
DateJan 2007
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$528M
Employees--
Clients--
DateSep 2005
Total AUM$879M
Discretionary$694M
Non-Disc.$185M
Employees--
Clients--
DateJan 2005
Total AUM$879M
Discretionary$694M
Non-Disc.$185M
Employees--
Clients--