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President, CEO · Martha's Vineyard Investment Advisors, LLC

James M. Anthony

CRD 5029299 · Named on Form ADV at one SEC-registered adviser

At a glance

Martha's Vineyard Investment Advisors, LLC, an SEC-registered wealth manager based in West Tisbury, MA with $343 million in regulatory assets, lists James M. Anthony on its Form ADV as President, CEO.

Firms and roles

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James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Walter D. MaloneCCO & Head of Investment Services, Martha's Vineyard Investment Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.