James Anthony
Martha's Vineyard Investment Advisors · West Tisbury, Massachusetts
James Anthony is a fee-only financial advisor at Martha's Vineyard Investment Advisors in West Tisbury, Massachusetts. Martha's Vineyard Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Martha's Vineyard Investment Advisors |
|---|---|
| Based in | West Tisbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $342.9M across 371 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5029299 |
| Exams passed | Series 66 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mvinvestmentadvisors.com |
How James's firm compares
- Martha's Vineyard Investment Advisors's average account is about $924,000, from its Form ADV (assets managed divided by 371 accounts).
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Questions about James
Is James Anthony a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Martha's Vineyard Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Martha's Vineyard Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Anthony based?
James Anthony is based in West Tisbury, Massachusetts.
Is James Anthony registered with the SEC?
Yes. James Anthony is registered as an investment adviser representative in MA (CRD 5029299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martha's Vineyard Investment Advisors manage?
Martha's Vineyard Investment Advisors reports $342.9M across 371 accounts in assets under management.
How do I contact James Anthony?
Through James's website, www.mvinvestmentadvisors.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
- 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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