Brian Shepardson
James Investment · Xenia, Ohio
Brian Shepardson is a fee-only financial advisor at James Investment in Xenia, Ohio, who holds the CFA and CIC credentials. Brian focuses on retirement planning, estate & legacy planning and tax planning. James Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | James Investment |
|---|---|
| Based in | Xenia, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.21B across 692 accounts |
| Credentials | CFA · CIC |
| SEC registration | Investment adviser representative in FL, OH · CRD 4087813 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.jamesinvestment.com |
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Questions about Brian
Is Brian Shepardson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and James Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, James Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Shepardson based?
Brian Shepardson is based in Xenia, Ohio.
What does Brian specialize in?
Brian's specialties include retirement planning, estate & legacy planning and tax planning. Brian works with high earners and executives.
What credentials does Brian Shepardson hold?
Brian Shepardson holds the CFA and CIC credentials.
Is Brian Shepardson registered with the SEC?
Yes. Brian Shepardson is registered as an investment adviser representative in FL and OH (CRD 4087813), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does James Investment manage?
James Investment reports $1.21B across 692 accounts in assets under management.
How do I contact Brian Shepardson?
Through Brian's website, www.jamesinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- James Investment website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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