James West is a CFA-designated registered investment advisor at Calydon Capital, LLC, based in Memphis, TN, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 131 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calydon Capital charges an annual fee based on a percentage of the value of your portfolio. The annual fee varies between 0.10% and 1.50%, depending on the amount you invest and the type of investment or management services provided. Calydon Capital may negotiate a lower fee based on certain criteria. In some situations, Calydon Capital may also be paid compensation based on a share of capital gains or capital appreciation of your assets.
Location
999 Shady Grove Rd South, Suite 106, Memphis, TN, 38120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Calydon Capital, LLC
Previous Registrations
Green Square Capital, LLC
Green Square Capital, LLC
Ftb Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.