A complete list of active advisors currently associated with Kendall James Advisors

Warmer can help you find a great advisor at Kendall James Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kendall James Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Gulli	Hockessin, DE	10

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