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Managing Partner · Benedict Financial Advisors, Inc.

Travis M. James

CRD 4297837 · Named on Form ADV at one SEC-registered adviser

At a glance

Benedict Financial Advisors, Inc., an SEC-registered wealth manager based in Atlanta, GA with $529 million in regulatory assets, lists Travis M. James on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Travis’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

  • Mark A. BeaverManaging Partner/chief Compliance Officer, Benedict Financial Advisors, Inc.

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