James Bailey
Stenger Family Office · Naperville, Illinois
James Bailey is a fee-only financial advisor at Stenger Family Office in Naperville, Illinois. Stenger Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Stenger Family Office |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $734.9M across 2,287 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8310093 |
| Exams passed | Series 65 (2026) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/the-nick-stenger-show/id1678810370 |
How James's firm compares
- Stenger Family Office's average account is about $321,000, from its Form ADV (assets managed divided by 2,287 accounts).
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Questions about James
Is James Bailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Stenger Family Office 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, Stenger Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Bailey based?
James Bailey is based in Naperville, Illinois.
Is James Bailey registered with the SEC?
Yes. James Bailey is registered as an investment adviser representative in IL (CRD 8310093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stenger Family Office manage?
Stenger Family Office reports $734.9M across 2,287 accounts in assets under management.
How do I contact James Bailey?
Through James's website, podcasts.apple.com/us/podcast/the-nick-stenger-show/id1678810370.
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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