# James Lynch

> James Lynch is a fee-only financial advisor at Oliver Luxxe Assets in Gladstone, New Jersey. Oliver Luxxe Assets reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-lynch/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Oliver Luxxe Assets
- **Based in:** Gladstone, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.00B across 1,704 accounts
- **CRD:** 1533141 (https://adviserinfo.sec.gov/individual/summary/1533141)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1986), Series 65 (1996)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.oliverluxxe.com

## Frequently asked questions

### Is James Lynch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Oliver Luxxe Assets 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, Oliver Luxxe Assets, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Lynch based?

James Lynch is based in Gladstone, New Jersey.

### Is James Lynch registered with the SEC?

Yes. James Lynch is registered as an investment adviser representative in TX (CRD 1533141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oliver Luxxe Assets manage?

Oliver Luxxe Assets reports $1.00B across 1,704 accounts in assets under management.

### How do I contact James Lynch?

Through James's website, www.oliverluxxe.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1533141): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.