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Managing Partner · Openarc Corporate Advisory, LLC

James R. Kaufman

CRD 3166215 · Named on Form ADV at one SEC-registered adviser

At a glance

Openarc Corporate Advisory, LLC, an SEC-registered wealth manager based in Atlanta, GA with $10.1 billion in regulatory assets, lists James R. Kaufman on its Form ADV as Managing Partner, a control person.

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
1 firmLocked
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 (6)

1 more person named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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.