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JK

James L. Koutoulas

TYPHON ADVISORS
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 3095993
JK

Professional summary

James Lee Koutoulas is a registered financial advisor currently at TYPHON ADVISORS, LLC located in Miami Beach, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. James has worked at 2 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Lee Koutoulas's 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 2, 2026 - Present

TYPHON ADVISORS, LLC

Office #1: 1691 Michigan Avenue, Suite 200, Miami Beach, FL 33139
RIA
CRD#: 339537
MIAMI BEACH, FL
Past

August 5, 2022 - December 31, 2024

TYPHON CAPITAL MANAGEMENT, LLC

RIA
CRD#: 318017
MIAMI BEACH, FL

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
Florida
(4/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/1/2022
Uniform Investment Adviser Law Examination

Current Firm

TA
TYPHON ADVISORS, LLC
TYPHON ADVISORS, LLC

CRD#: 339537 / SEC#: 801-134986

RIA
Registered Investment Advisory firm - (1/5/2026 120-Day Approval)
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Contact information

Main Address
1691 Michigan Avenue, Suite 200, Miami Beach, FL 33139
Mailing Address
Phone number
(312) 836-1180
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

TYPHON ADVISORS ADV PART 2A (11/18/2025)

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 10,000,000

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.

Company Information

TYPHON ADVISORS, LLC

CRD#: 339537Miami Beach, FL 33139

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