JR
CFA
JR
CFA

James Row

24 Years of Experience
Houston, TX
BrokerSells Insurance

James Row is a CFA-designated registered investment advisor at Entoro Advisors, based in Houston, TX, with 24 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments. Their firm serves 1 clients with $1.5M in assets under management.

Compensation
N/A
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$1.5M average
Assets Under Management
$1.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fee is 2% per annum of commitment or capital contributions, payable quarterly in advance. A 20% carried interest allocation also applies after capital recovery.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7941 Katy Fwy #516, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is involved in numerous businesses, including energy companies, holding companies, consulting, and a web technology platform. He also owns Entoro Insurance, LLC, which offers insurance products, spending minimal time on it.

Employment History
Current Registrations
Entoro Advisors
June 2023 - Present · 3 yrs 4 mos
Entoro Securities, LLCBroker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Entoro Investments, LLC
February 2020 - December 2023 · 3 yrs 10 mos
Sp Securities LLCBroker
March 2009 - September 2015 · 6 yrs 6 mos
Amerifund Capital Securities, LLCBroker
March 2007 - July 2008 · 1 yr 4 mos
Starlight Investments, LLCBroker
July 2005 - April 2006 · 9 mos
Ect Securities Limited PartnershipBroker
May 1996 - September 2000 · 4 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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