The Scott S. James Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Scott S. James Company manages roughly $139 million for about 139 clients and serves a mix of individual clients (including high-net-worth individuals), small businesses, charities, trusts, and estates. It provides ongoing financial planning, portfolio management, and trustee services, and financial plans generally cover cash flow, retirement, risk management, tax planning, and estate preservation.
The firm tailors investment programs to each client’s stated goals, time horizon, and risk tolerance, offering both discretionary and non-discretionary account management. Its methods of analysis include fundamental and technical approaches as well as modern portfolio theory, and account reviews are performed at least annually with more frequent reviews as market conditions dictate.
Distinctive features include an affiliation with an in-house broker-dealer and a stated requirement that advisory accounts maintained through Pershing use that affiliated broker-dealer, which the firm discloses as a potential conflict because some supervised persons are also registered representatives and licensed insurance agents. The brochure also discloses receipt of 12b-1 fees (which the firm offsets through advisory fee credits when applicable) and notes that trustee accounts — where the firm has custody — are subject to an independent PCAOB-registered accountant’s surprise custody exam.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - above: 0.50%
Main office
6700 Arlington Blvd
Falls Church VA 22042
Advisors at this office
3
Most active in
Florida · Maryland · North Carolina · Texas · Virginia
Also doing business as
James Scott S Co · Scott James Group · The Scott S. James Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
Advisors at this firm
Tyler J
Series 65
Falls Church, VA
The Scott S. James Company
Tyler James is a financial advisor with The Scott S. James Company in Falls Church, VA. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Market America and has experience in education at Union College and Falls Church High School. The Scott S. James Company manages approximately $139 million for a diverse client base including individuals, small businesses, charities, trusts, and estates. The firm offers customized financial planning and portfolio management services, employing both fundamental and technical analysis alongside modern portfolio theory.
Scott J
CFP®, Series 63, Series 65
Falls Church, VA
The Scott S. James Company
Scott James is a CFP® with 39 years of experience in the financial industry. He is president of The Scott S. James Company and has been with the firm since its founding in 1996. Prior to that, he has also led the Scott James Group, Inc. since 2001. The Scott S. James Company manages approximately $139 million for about 139 clients, including high-net-worth individuals, small businesses, charities, trusts, and estates. The firm offers tailored financial planning, portfolio management, and trustee services using fundamental and technical analysis alongside modern portfolio theory, with account reviews conducted at least annually.
Mary S
CFP®, Series 63, Series 65
Falls Church, VA
The Scott S. James Company
Mary Scanlan is a Certified Financial Planner® with over 33 years of industry experience. She has been with The Scott S. James Company since 1996 and also spent 25 years at Scott James Group, Inc. She holds Series 63 and Series 65 licenses. The Scott S. James Company manages approximately $139 million for a diverse client base, including individuals, small businesses, charities, trusts, and estates. The firm provides financial planning, portfolio management, and trustee services, tailoring investment strategies to client goals through fundamental and technical analysis as well as modern portfolio theory.
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