Napatree Capital LLC
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About this Advisor
James Maynard is a financial advisor based in Westerly, Rhode Island with a total of 4 years of industry experience. Maynard is currently employed by Napatree Capital LLC. During their career, the advisor has held roles at Svb Financial Group, Mresult Corp and Napatree Capital LLC. Maynard has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Massachusetts and Rhode Island. Napatree Capital LLC is a financial advisory business based in Westerly, RI. The company has just five people on staff. It handles $170 million in total assets across its 295 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 295 accounts, 55% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Napatree Capital LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
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Napatree Capital LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
James Maynard Work History
James has been registered as a financial advisor for 4 years.*
Napatree Capital LLC
Svb Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of James Maynard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Napatree Capital LLC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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