James Garber
Process Design Capital Management · Phoenix, Arizona
James Garber is a fee-only financial advisor at Process Design Capital Management in Phoenix, Arizona, who holds the CFA credential. Process Design Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Process Design Capital Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $78M across 79 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, CA, MN, TX · CRD 720937 |
| Exams passed | Series 63 (1986) · Series 65 (1992) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.processdesigncapital.com |
How James's firm compares
- Process Design Capital Management's average account is about $987,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about James
Is James Garber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Process Design Capital Management 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, Process Design Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Garber based?
James Garber is based in Phoenix, Arizona.
What credentials does James Garber hold?
James Garber holds the CFA credential.
Is James Garber registered with the SEC?
Yes. James Garber is registered as an investment adviser representative in AZ, CA, MN and TX (CRD 720937), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Process Design Capital Management manage?
Process Design Capital Management reports $78M across 79 accounts in assets under management.
How do I contact James Garber?
Through James's website, www.processdesigncapital.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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