JR
CFA
JR
CFA

James Row

23 Years of Experience
BrokerSells Insurance

James Row is a CFA-designated registered investment advisor at Entoro Advisors, based in Houston, TX, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.

Compensation
N/A
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Entoro Advisors manages investments for private funds, specifically Digital Asset Yield, LLC. The firm receives a portion of the fees charged by the fund. Investors in the fund are subject to a quarterly management fee equal to 0.5% (2% per year) of each member's commitment during the commitment period, and thereafter, 0.5% (2% per year) of each member's unreturned capital contributions. There is also a carried interest allocation equal to 20% of fund profits after all members have received distributions equal to their aggregate capital contributions.

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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 · 2 yrs 10 mos
Entoro Securities, LLCBroker
July 2015 - Present · 10 yrs 9 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

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Exams
No exam information available for this advisor.
James Row - Financial Advisor | TrueAdvisor