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Mccomas, James A. (Orinda)


Mccomas, James A. is a large advisory firm based in Orinda. It manages $26.11 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

Mccomas, James A provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccomas, James A: assets under management

The assets under management (AUM) of Mccomas, James A. is $26.11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.22 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mccomas, James A. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orinda

The principal office where Mccomas, James A. performs its advisory services is located at 5 Chelton Court, Orinda, CA 94563 4216, which is also the mailing address of the firm. An additional office of the firm is in Sun Valley, ID. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-376-4199 or by fax 925-388-0127. The normal business hours are 7:30 am to 1:30 pm on Monday - Friday.


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