Plaintiff Advisory Group, LLC
The James Street Group, LLC (Plaintiff Advisory Group) is a Houston-based settlement planning and trust administration firm founded in 1994, serving individuals and families in legal settlements via special needs trusts, structured settlements, government benefit analysis, estate administration, and wealth management referrals.
- Company typePrivate
- Founded1994
- HeadquartersHouston, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Plaintiff Advisory Group, LLC does
Plaintiff Advisory Group, LLC, doing business as The James Street Group (TJSG), is a Houston-headquartered professional services firm founded in 1994 by James Street that specializes in settlement planning and trust administration for individuals and families navigating legal settlements. The firm operates six integrated service lines: Special Needs Trusts (Self-Settled and Third Party), Settlement Planning (encompassing Mass Torts, Structured Settlements, Pooled Trusts, Revocable Trusts, Legacy Trusts, Court-Created Trusts, and Financial Needs Analysis), Trust Administration with distribution services, Government Benefit Analysis (Medicare, Medicaid, SSI, SSDI, SNAP, Section 8 Housing, WIC, Medicare Set-Asides), Estate Administration, and Wealth Management delivered via third-party partner firms. Underlying technology is minimal; the offering is delivered through credentialed professionals (CTFA, JD, CPA) and operates as a boutique practice rather than a software-enabled platform.
The firm's revenue model is professional services fees billed under multi-year contracts, with quote-based pricing not publicly disclosed. Engagement scope spans settlements as small as $5,000 to materially larger amounts, and ongoing trust administration generates recurring fees tied to administered trust assets. Go-to-market is sales-led and referral-driven: the firm does not advertise aggressively, instead acquiring clients through professional referrals from plaintiff attorneys, guardians ad litem, mediators, and ADR firms such as Hoerster Mediation, the Law Offices of James R. Moriarty, and Resolve ADR. Distribution is direct (telephone and in-person consultations at the Houston office), and the firm claims Texas roots with national reach despite a single headquarters.
Ownership and corporate structure are private; The James Street Group, LLC is the legal entity, with no disclosed private equity, venture capital, or parent company. Following founder James Street's death in 2013, leadership was transitioned to S. Brady Whitaker (CEO and Senior Counsel), Matt Jackson (CFO), Christopher Reedy (Chief Fiduciary Officer), Hanson D. Street (Director of Business Development; son of the founder), and supporting directors. The firm is independently operated and has not pursued external funding, M&A, or a public listing.
Plaintiff Advisory Group, LLC firmographics
Firmographics- Name
- Plaintiff Advisory Group, LLC
- Legal name
- The James Street Group, LLC
- Website
- https://plaintiffadvisorygroup.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The James Street Group, LLC (Plaintiff Advisory Group) is a Houston-based settlement planning and trust administration firm founded in 1994, serving individuals and families in legal settlements via special needs trusts, structured settlements, government benefit analysis, estate administration, and wealth management referrals.
- Ownership category
- akta.pro rank
Plaintiff Advisory Group, LLC industry classification
Industry- Product category
- Settlement Planning and Trust Administration Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Legal Services (5411)
- SIC
- Services-Legal Services (8111), Investment Advice (6282)
- akta.pro primary industry
- Personal & Family Trust Services (FSAAANAA)
- akta.pro secondary industries
- Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Estate Planning, Trust Structuring & Governance (FSAAADAF), Family & Private Client (Trusts & Estates) Law (BPAHAAAK), Escrow, Trust & Legal Settlement Disbursements (FSAMAKAO)
Keywords
Where Plaintiff Advisory Group, LLC is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Plaintiff Advisory Group, LLC business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Trust Administration Services: Fees for administering trust accounts including special needs trusts, pooled trusts, court-created trusts, and distribution services.
- Settlement Planning Services: Professional fees for developing comprehensive settlement plans including structured settlements, Medicare Set-Asides, and coordination of various settlement-related services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom quote-based services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Plaintiff Advisory Group, LLC product offering
Product offeringCore offering
Plaintiff Advisory Group, LLC (The James Street Group) administers trust accounts and develops comprehensive settlement plans for individuals and families receiving legal settlements. Its services span special needs trusts (self-settled and third-party), structured settlements, mass tort planning, pooled trusts, court-created trusts, government benefit analysis (Medicare, Medicaid, SSI, SSDI, SNAP, Section 8, WIC, Medicare Set-Asides), estate administration, and coordinated wealth management for settlement proceeds.
Product overview
The James Street Group, LLC (also doing business as Plaintiff Advisory Group) is a settlement planning and trust administration firm operating since 1994. The company offers a portfolio of integrated financial and legal services centered on settlement planning and trust management. Its core offerings include Special Needs Trusts (Self-Settled and Third Party), Settlement Planning (encompassing Mass Torts, Structured Settlements, Pooled Trusts, Revocable Trusts, Legacy Trusts, Court-Created Trusts, and Financial Needs Analysis), Trust Administration with distribution services, Government Benefit Analysis (covering Medicare, Medicaid, SSI, SSDI, SNAP, Section 8 Housing, WIC, Medicare Set-Asides), Estate Administration, and Wealth Management. These services work together to help families plan for their future by providing comprehensive oversight of government benefit eligibility, financial needs, health-related needs, and estate planning requirements.
Differentiator
Problem solved
Functional benefit
Products and services
- Special Needs Trusts Self-Settled and Third-Party Special Needs Trusts designed for physically or mentally disabled individuals under 65 so they can receive settlement funds without interrupting eligibility for government benefits such as SSI, Medicaid, or other assistance programs.
- Settlement Planning Comprehensive settlement planning services covering Mass Torts, Structured Settlements, Pooled Trusts, Revocable Trusts, Legacy Trusts, Court-Created Trusts, and Financial Needs Analysis, tailored to protect claimants' government benefits and secure their financial futures.
- Trust Administration Ongoing trust administration and distribution services delivered with personalized access to trust professionals who know clients by name, executed in partnership with established financial firms and trust companies to provide comprehensive resources.
- Government Benefit Analysis Review and planning services analyzing personal government benefits (Medicare, Medicaid, SSDI, SSI, Section 8 Housing, SNAP, WIC, Medicare Set-Aside) to maximize a claimant's financial situation while maintaining eligibility for pivotal benefits.
- Estate Administration Estate administration services staffed with legal experts qualified in estate law who handle estate administration matters for clients and their families.
- Wealth Management Coordination service that connects clients with premier wealth management professionals for funds held in special needs trusts, revocable trusts, legacy trusts, individual or pooled trusts, or court-created trusts, ensuring risk-adjusted returns tailored to the client's risk tolerance.
Companies that use Plaintiff Advisory Group, LLC
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
Plaintiff Advisory Group, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Plaintiff Advisory Group, LLC partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Well-known Financial Firms and Trust CompaniescorePartnerships with established financial firms and trust companies to provide cutting-edge resources and knowledge of a large firm combined with personalized attention for trust administration services.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Plaintiff Advisory Group, LLC competitors and assessment
Company assessmentDirect peers
- National Structured Settlements: National structured settlement and settlement planning firm serving plaintiff attorneys. Comparable in core service offering (structured settlements) and referral-driven GTM.
- The Settlement Alliance: National structured settlement and settlement planning firm serving plaintiff attorneys and claimants. Directly comparable business model to TJSG's settlement planning offering, with similar referral-based GTM and professional services delivery.
- JMW Settlements: Specialized structured settlement and settlement planning firm. Comparable in scale and target market, providing settlement planning and related trust services to plaintiff-side clients.
- Premier Settlement Partners: Structured settlement and settlement planning firm serving plaintiff attorneys and claimants nationwide. Comparable mid-sized peer with similar service mix and target customer base.
- Sage Settlement Planning: Settlement planning firm focused on plaintiff cases including structured settlements, special needs trusts, and Medicare Set-Asides. Most directly comparable peer in terms of service mix and target customer (plaintiffs and their attorneys).
Emerging players
- True Link Financial: Special needs trust and pooled trust provider with a technology-enabled platform, focusing on protecting government benefits for disabled individuals. Comparable in the special needs trust and government benefit eligibility niche, though with a more fintech-oriented delivery model.
Broad incumbents
- Wells Fargo Wealth Management: Large incumbent bank trust department offering trust administration, estate administration, and wealth management services. Overlaps with TJSG's trust administration and estate administration offerings, but at far greater scale and as part of a broad financial services portfolio.
- BNY Mellon Wealth Management: Large wealth and trust services franchise with personal trust administration, estate planning, and wealth management capabilities. Comparable in trust and estate services but operates at institutional scale rather than as a specialized settlement planning boutique.
- Bank of America Private Bank: Major US private bank offering trust, estate, and wealth management services to high-net-worth individuals and families. Comparable in trust administration and estate planning but as part of a much larger diversified financial services platform.
- Ringler & Associates: Largest structured settlement company in the US, with national reach and a broad network of settlement planners. Direct overlap with TJSG's structured settlement and settlement planning services, though Ringler operates at much greater scale and as an incumbent brokerage.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Plaintiff Advisory Group, LLC social profiles
Digital presencePlaintiff Advisory Group, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plaintiff Advisory Group, LLC leadership team
Management profileNumber of profiles
Profiles11 records
Plaintiff Advisory Group, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plaintiff Advisory Group, LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plaintiff Advisory Group, LLC
What does Plaintiff Advisory Group, LLC do?
Plaintiff Advisory Group, LLC (The James Street Group) administers trust accounts and develops comprehensive settlement plans for individuals and families receiving legal settlements. Its services span special needs trusts (self-settled and third-party), structured settlements, mass tort planning, pooled trusts, court-created trusts, government benefit analysis (Medicare, Medicaid, SSI, SSDI, SNAP, Section 8, WIC, Medicare Set-Asides), estate administration, and coordinated wealth management for settlement proceeds.
Is Plaintiff Advisory Group, LLC a public or private company?
Plaintiff Advisory Group, LLC is a private company. It is classified as management employee owned and is currently operating.
When was Plaintiff Advisory Group, LLC founded?
Plaintiff Advisory Group, LLC was founded in 1994. It employs 1 to 10 people.
Where is Plaintiff Advisory Group, LLC based?
Plaintiff Advisory Group, LLC is headquartered in Houston, United States, in the North America region.
How does Plaintiff Advisory Group, LLC make money?
Two revenue lines are on record. Trust Administration Services are the primary driver. The others are settlement Planning Services.
Who are Plaintiff Advisory Group, LLC's main competitors?
Direct peers on record are National Structured Settlements, The Settlement Alliance, JMW Settlements, Premier Settlement Partners and Sage Settlement Planning. True Link Financial is listed as an emerging player. Broad incumbents are Wells Fargo Wealth Management, BNY Mellon Wealth Management, Bank of America Private Bank and Ringler & Associates.
Does Plaintiff Advisory Group, LLC have an API?
No public API is recorded for Plaintiff Advisory Group, LLC.
What industry is Plaintiff Advisory Group, LLC in?
Plaintiff Advisory Group, LLC's product category is Settlement Planning and Trust Administration Services. Its primary akta.pro industry code is FSAAANAA, Personal & Family Trust Services, with a secondary code of FSAEAKAG, Guardianship, Conservatorship & Special Needs Trust Services. Its NAICS code is 52592 and its SIC code is 8111.