Oxbow Advisors
47yrs
Top advisor by experience in Austin
11yrs
James McDaniel
Financial advisor at Arax Advisory Partners
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office300 West 6th Street Suite 1900, Austin, TX 78701
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
States licensed ?1 state
Services through Arax Advisory Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jul 2026 – nowArax Advisory PartnersCurrent firm
- 2017 – 2026U.s. Capital Wealth Advisors, LLCPreviously
- Mar 2016 – Jun 2017Commonwealth Financial NetworkPreviously
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Arax Advisory Partners at 646-777-1823 and ask for James McDaniel. James works from the Austin, TX office.
How long has James been a financial advisor?
James has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Arax Advisory Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
MML Investors Services
47yrs
Top advisor by experience at MML Investors Services
Prospera Financial Services
47yrs
Top advisor by experience at Prospera Financial Services
Stuart Investment Advisors
47yrs
Top 1% by experience in Austin
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top 1% by experience in Austin
J.p. Morgan Securities
46yrs
Top 1% by experience in Austin