James Lambert
Capital Trust Advisors · Gardnerville, Nevada
James Lambert is a fee-only financial advisor at Capital Trust Advisors in Gardnerville, Nevada, who holds the CFP credential. Capital Trust Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Capital Trust Advisors |
|---|---|
| Based in | Gardnerville, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $402.6M across 514 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV · CRD 726677 |
| Exams passed | Series 63 (1992) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | capitaltrustadvisors.com |
How James's firm compares
- Capital Trust Advisors's average account is about $783,000, from its Form ADV (assets managed divided by 514 accounts).
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Questions about James
Is James Lambert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Capital Trust 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, Capital Trust Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is James Lambert based?
James Lambert is based in Gardnerville, Nevada.
What credentials does James Lambert hold?
James Lambert holds the CFP credential.
Is James Lambert registered with the SEC?
Yes. James Lambert is registered as an investment adviser representative in NV (CRD 726677), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Trust Advisors manage?
Capital Trust Advisors reports $402.6M across 514 accounts in assets under management.
How do I contact James Lambert?
Through James's website, capitaltrustadvisors.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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