$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
162 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-30-2012
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Lemuel James Financial
Lemuel James Financial is a San Antonio-based retail RIA providing fee-based investment advisory and financial planning. The firm builds customized portfolios and manages them on a discretionary basis, with allocations that lean on ETFs alongside investment-grade corporate and U.S. government bonds. Custody includes Charles Schwab.
Team overview
58 AVG AGE
$18.0M AVG AUM / ADVISOR
$111.3K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Ridge meridian
Custodian
Peak
Investment Themes
Peak vector Optima legacy
Investment Vehicles
Peak
Platform
Capital
Services
Zenith Ridge Meridian crest Summit Eagle vector
Owner & Executives
L
LEMUEL MARCELLUS MAYBERRY
MANAGING PRINCIPAL, Principal
- CRD
- #3174588
- Ownership
- 75% or more
(666) 568-8845
radial.foundation@horizoncapital.com
in linkedin.com/in/vector-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,023,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,023,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,023,000
Equity - Exchange:
29.1% Cash:
24.2% Corporate - Investment Grade:
22.4% U.S. Government/Agency:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $460,310,954 | 29.1% |
| Cash | $382,801,549 | 24.2% |
| Corporate - Investment Grade | $354,328,707 | 22.4% |
| U.S. Government/Agency | $384,383,374 | 24.3% |
| Total | $1,581,824,584 | 100.0% |