James Karnes
Texas Asset Management · Lakeway, Texas
James Karnes is a fee-only financial advisor at Texas Asset Management in Lakeway, Texas, who holds the PFS credential. James charges a percentage of assets.
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Facts
| Firm | Texas Asset Management |
|---|---|
| Based in | Lakeway, Texas |
| Fee model | Percentage of assets |
| Assets under management | $64.6M across 106 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in TX · CRD 4449938 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.texasasset.com |
How James's firm compares
- Texas Asset Management's average account is about $610,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about James
Is James Karnes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Texas Asset 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 charges a percentage of assets.
Where is James Karnes based?
James Karnes is based in Lakeway, Texas.
What credentials does James Karnes hold?
James Karnes holds the PFS credential.
Is James Karnes registered with the SEC?
Yes. James Karnes is registered as an investment adviser representative in TX (CRD 4449938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Texas Asset Management manage?
Texas Asset Management reports $64.6M across 106 accounts in assets under management.
How do I contact James Karnes?
Through James's website, www.texasasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lakeway
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
- Texas Asset Management 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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