Keel Point
46yrs
Top advisor by experience in Huntsville
1yr
James McCrary
Full name on record: James Gamble McCrary
Financial advisor at Axient Investment Advisors
James McCrary has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Huntsville, Alabama. After less than a year at Stonex Advisors, James joined Axient Investment Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Axient Investment Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 347 advisors with offices in Huntsville, and one of 316 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office403 Madison St SE 2nd Floor, Huntsville, AL 35801
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$582,592
Advisors at the firm14
States licensed ?1 state
Services through Axient Investment Advisors
Financial planningInvestment management for individuals and small businessesInvestment 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.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowAxient Investment Advisors LLCCurrent firm
- Sep 2025 – Feb 2026Stonex Advisors Inc.Previously
Contact James
(256) 980-1723Axient Investment Advisors main office 403 Madison St SE 2nd FloorHuntsville, AL 35801Office · Get directions Firm websitewww.axientadvisors.com
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Questions to ask James
Tailored to James’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About James
How do I contact James?
Call Axient Investment Advisors at (256) 980-1723 and ask for James McCrary. James works from the Huntsville, AL office.
How long has James been a financial advisor?
James has been in the industry since 2025, about 1 years. 1 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?
Axient Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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