$179.5M Total AUM
$0 Disc. AUM
10.0% 3Y CAGR
1 Employees
100 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-1994
- Office Locations
- 1
Office Locations
-- Florham Park NJ
About Eames Financial
Eames Laurie provides full-scope financial planning for individuals and families, covering pensions/retirement, mortgage advice, investment planning, protection, estate and later-life planning. The team emphasizes a listening-led, plain-English process and structures tax-efficient investment solutions aligned to client goals. Public data indicates portfolios are ETF-led with meaningful cash and municipal bond exposure.
Team overview
70 AVG AGE
$179.5M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Custodian
Signal Catalyst timber Meridian Peak fusion
Investment Vehicles
Crest
Services
North Vertex Momentum insight Harbor Ember Peak Momentum fusion
Owner & Executives
J
JAMES WADE HIGLEY
Chief Compliance Officer, PRINCIPAL
- CRD
- #1183904
- Ownership
- 75% or more
(379) 989-9831
vertex.ember@insightcapital.com
in linkedin.com/in/capital-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $179,500,000 | $3,590,000 |
| Total | $179,500,000 | $3,590,000 |
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Separately Managed Accounts
Total SMA Asset: $179,500,000
Equity - Exchange:
19.8% Municipal Bonds:
41.8% Cash:
38.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $473,652,867 | 19.8% |
| Municipal Bonds | $999,933,830 | 41.8% |
| Cash | $918,599,499 | 38.4% |
| Total | $2,392,186,196 | 100.0% |