James A. West

CALYDON CAPITAL

MEMPHIS, TN 38120

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CRD#: 2770981

Professional summary

James Armin West IV is a registered financial advisor currently at CALYDON CAPITAL, LLC located in Memphis, Tennessee.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. James has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PRINCIPAL STREET PARTNERS, LLC - CEO/CIO OF MEMPHIS BASED INVESTMENT ADVISORY FIRM

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Armin West IV's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 30, 2019 - Present

CALYDON CAPITAL, LLC

Office #1: 999 Shady Grove Rd South Suite 106, Memphis, TN 38120

RIA

CRD#: 285485

MEMPHIS, TN

Past

September 12, 2018 - February 1, 2019

STEEL GROVE CAPITAL ADVISORS, LLC

RIA

CRD#: 115231

MEMPHIS, TN

Past

June 27, 2006 - December 31, 2017

STEEL GROVE CAPITAL ADVISORS, LLC

RIA

CRD#: 115231

MEMPHIS, TN

Past

March 18, 2004 - June 20, 2006

FIRST HORIZON ADVISORS, INC.

RIA

CRD#: 17117

MEMPHIS, TN

Past

July 24, 1996 - June 20, 2006

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CALYDON CAPITAL, LLC

CALYDON CAPITAL, LLC | PRINCIPAL STREET PARTNERS, LLC | GREEN SQUARE ASSET MANAGEMENT, LLC | GREEN SQUARE ASSET MANAGEMENT

CRD#: 285485 / SEC#: 801-108508

RIA

Registered Investment Advisory firm - (10/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(4/30/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/9/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/23/1996

General Securities Representative Examination

Current Firm

CALYDON CAPITAL, LLC

CALYDON CAPITAL, LLC | PRINCIPAL STREET PARTNERS, LLC | GREEN SQUARE ASSET MANAGEMENT, LLC | GREEN SQUARE ASSET MANAGEMENT

CRD#: 285485 / SEC#: 801-108508

RIA

Registered Investment Advisory firm - (10/17/2016 Approved)

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Contact information

Main Address

999 Shady Grove Rd South Suite 106, Memphis, TN 38120

Mailing Address

Phone number

(844) 678-6900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CALYDON CAPITAL ADV PART 2 BROCHURE MAY 2025 (8/4/2025)

Regulatory assets under management

Total Number of Accounts	804
AUM (Assets Under Management)	$ 2,858,255,385

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James A. West

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Armin West IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALYDON CAPITAL, LLC

STEEL GROVE CAPITAL ADVISORS, LLC

STEEL GROVE CAPITAL ADVISORS, LLC

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

Primary Firm SEC Registration

CALYDON CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/9/1996

Series 7

Date: 7/23/1996

Current Firm

CALYDON CAPITAL, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALYDON CAPITAL, LLC

TRUST BUT VERIFY

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