James Leffler
Investment adviser representative at Pmv Capital Advisers, LLC
10 yearsExperience
1 stateRegistered in
$132MFirm assets
3 yearsFirm in business
Are you James Leffler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Headwall Strategies, LLCAug 2025 to now
- Pmv Capital Advisers, LLCMar 2022 to now
- Discover Multifamily, LLCApr 2023 to Apr 2025
- Gault CompanyMar 2022 to Apr 2025
- Dallas Symphony AssociationJan 2016 to Mar 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pmv Capital Advisers, LLC
$132MAssets managed
82Clients
3Advisers
3 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
- 7522992
- Firm CRD
- 308010