James Michael Mcevoy
Investment adviser representative at Eastsound Capital Advisors, LLC
17 yearsExperience
1 stateRegistered in
ChFC®Designation
$214.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Eastsound Capital Advisors, LLCSep 2026 to now
- Cross Border Planning, Sprl/bvbaMar 2005 to now
- Individual Asset Management ("iam")Apr 2017 to Dec 2022
- Concert Wealth Management, Inc.Jan 2015 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (WA).
Eastsound Capital Advisors, LLC
$214.6MAssets managed
247Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1645362
- Firm CRD
- 160180