James Walter
Founders Capital Management · Houston, Texas
James Walter is a fee-only financial advisor at Founders Capital Management in Houston, Texas. James charges a percentage of assets and focuses on divorce financial planning and retirement planning.
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Specialties
Who they serve
- Pre-retirees
- Divorced individuals
Facts
| Firm | Founders Capital Management |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $281.8M across 130 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2265342 |
| Exams passed | Series 63 (1992) · Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.founderscapital.net |
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Questions about James
Is James Walter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Founders 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 charges a percentage of assets.
Where is James Walter based?
James Walter is based in Houston, Texas.
What does James specialize in?
James's specialties include divorce financial planning and retirement planning. James works with pre-retirees and divorced individuals.
Is James Walter registered with the SEC?
Yes. James Walter is registered as an investment adviser representative in TX (CRD 2265342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Founders Capital Management manage?
Founders Capital Management reports $281.8M across 130 accounts in assets under management.
How do I contact James Walter?
Through James's website, www.founderscapital.net.
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
- Founders Capital 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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