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Chairman of the Management Committee, Chief Executive Officer, and Assistant Secretary, Investment Committee · JTS Fund Advisors, LLC

James T. Sartain

CRD 6637724 · Named on Form ADV at one SEC-registered adviser

At a glance

JTS Fund Advisors, LLC, an SEC-registered private fund adviser based in Waco, TX with $156 million in regulatory assets, lists James T. Sartain on its Form ADV as Chairman of the Management Committee, Chief Executive Officer, and Assistant Secretary, Investment Committee, a control person.

Firms and roles

  • JTS Fund Advisors, LLCChairman of the Management Committee, Chief Executive Officer, and Assistant Secretary, Investment CommitteePrivate fund adviser · Waco, TX · $156M in regulatory assets

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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

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.