JAMES INVESTMENT RESEARCH INC

JAMES INVESTMENT RESEARCH INC is an SEC-registered investment adviser. Public record provides no founding year, AUM, principals, or investment strategy.

JAMES INVESTMENT RESEARCH INC

JAMES INVESTMENT RESEARCH INC is an SEC-registered investment adviser in XENIA, OH, registered since 1976. The firm manages $1.2 billion in assets on a discretionary basis. It has 15 employees and 8 investment advisers.

General information

Firm type

Asset Manager

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

Who runs investment decisions at JAMES INVESTMENT RESEARCH INC?

No principals or investment committee members are named in public filings or firm communications. The firm's SEC filing lists no executive officers or owners.

What is the regulatory status of JAMES INVESTMENT RESEARCH INC?

The firm is registered with the U.S. Securities and Exchange Commission as an investment adviser. Its registration filing indicates it manages client assets, but no AUM range or number of clients is disclosed.

What investment strategy does JAMES INVESTMENT RESEARCH INC employ?

The firm's public description indicates it conducts investment research and manages client accounts on a discretionary basis. No specific asset-class biases, sector preferences, or stage tilts are published.

Is JAMES INVESTMENT RESEARCH INC related to any larger financial group?

No parent company, affiliated entities, or related family offices have been publicly identified. The firm appears to operate as a standalone registered investment adviser.

Where can I find more information about JAMES INVESTMENT RESEARCH INC?

The firm has no public website, LinkedIn profile, or press mentions. The primary source is its SEC Investment Adviser registration filing, which lists a business address and registration status.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.