James Lynch
Oliver Luxxe Assets · Gladstone, New Jersey
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.
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Facts
| Firm | Oliver Luxxe Assets |
|---|---|
| Based in | Gladstone, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.00B across 1,704 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1533141 |
| Exams passed | Series 63 (1986) · Series 65 (1996) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.oliverluxxe.com |
| Profile |
How James's firm compares
- Oliver Luxxe Assets's average account is about $588,000, from its Form ADV (assets managed divided by 1,704 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Gladstone
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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