James Milgram Klein
Investment adviser representative at Captrust
35 yearsExperience
1 stateRegistered in
CFADesignation
$1.2TFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
35 years in the industry.
- CaptrustFeb 2026 to now
- Capfinancial Partners, LLC. (captrust)Dec 2025 to now
- Eveans Bash Klein, Inc.Jul 1991 to Dec 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KS).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 4332747
- Firm CRD
- 175112