James E. Damschroder

GRAVITY CAPITAL PARTNERS

Arvada, CO

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CRD#: 3090789

Professional summary

James Eric Damschroder, who also goes by Jim Eric Damschroder, Jim Damschroder, is a registered financial advisor currently at GRAVITY CAPITAL PARTNERS, LLC located in Arvada, Colorado.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. James has worked at 2 firms and has passed the Series 65, Series 66, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Eric Damschroder | Jim Damschroder

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.

GRAVITY INVESTMENTS IS A INVESTMENT RELATED SOFTWARE COMPANY, PROVIDING DIVERSIFICATION OPTIMIZATION, VISUALIZATION, MEASUREMENT AND ANALYSIS FUNCTIONS TO PROFESSIONAL INVESTORS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Eric Damschroder'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

January 9, 2018 - Present

GRAVITY CAPITAL PARTNERS, LLC

RIA

CRD#: 154006

Arvada, CO

Past

July 21, 2010 - December 31, 2017

GRAVITY CAPITAL PARTNERS, LLC

RIA

CRD#: 154006

DENVER, CO

Past

March 10, 2000 - September 21, 2000

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

GRAVITY CAPITAL PARTNERS, LLC

GRAVITY CAPITAL PARTNERS, LLC | PORTFOLIO THINKTANK | PORTFOLIO THINK TANK | GRAVITY INVESTMENTS INC.

CRD#: 154006 / SEC#: 801-117700

RIA

Registered Investment Advisory firm - (12/2/2019 Approved)

Colorado

Registered Investment Advisory firm - (12/11/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(1/9/2018)

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

IAR

Series 65

Date: 7/19/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/27/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/9/2000

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 7/2/1998

National Commodity Futures Examination

Current Firm

GRAVITY CAPITAL PARTNERS, LLC

GRAVITY CAPITAL PARTNERS, LLC | PORTFOLIO THINKTANK | PORTFOLIO THINK TANK | GRAVITY INVESTMENTS INC.

CRD#: 154006 / SEC#: 801-117700

RIA

Registered Investment Advisory firm - (12/2/2019 Approved)

Colorado

Registered Investment Advisory firm - (12/11/2019 Terminated)

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Contact information

Main Address

Arvada, CO

Mailing Address

Phone number

(970) 472-8489

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PORTFOLIO THINKTANK 2025 ADV (4/1/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 10,973,497

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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Firm Stability Insights

James E. Damschroder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Eric Damschroder's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAVITY CAPITAL PARTNERS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

GRAVITY CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2010

Series 66

Date: 3/27/2000

Series 7

Date: 3/9/2000

Series 3

Date: 7/2/1998

Current Firm

GRAVITY CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRAVITY CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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