JAMES RIVER ASSET MANAGEMENT, LLC

CRD 117917File 801-112743

APPROVED

Retail clients

Filing as of Aug 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$273.8M

Below cohort median (national)

Discretionary AUM

$254.3M

Non-discretionary $19.5M

Clients

420

1,254 accounts

Employees

Below cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Mar 30, 2018
Principal office: 15521 MIDLOTHIAN TNPK., SUITE 100, MIDLOTHIAN, VA, 23113
Phone: 804-323-0517
Website: HTTP://WWW.JAMESRIVERWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $273.8M
Discretionary AUM: $254.3M
Non-discretionary AUM: $19.5M
Discretionary accounts: 1,128
Non-discretionary accounts: 126
Total accounts: 1,254
AUM per client: $652K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.9M
Charitable organizations	6	$2.6M
High net worth individuals	104	$184.7M
Individuals (other than high net worth individuals)	307	$84.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.