JD
JD

James Damschroder

15 Years of Experience
Arvada, CO

James Damschroder is a registered investment advisor at Gravity Capital Partners, LLC, based in Arvada, CO, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$11.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.84%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Arvada, CO

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

James is involved with Gravity Investments, an investment-related software company providing various functions to professional investors.

Employment History
Current Registrations
Gravity Capital Partners, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Gravity Capital Partners, LLC
July 2010 - December 2017 · 7 yrs 5 mos
State Registrations1 state
CO
Advisor

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.