# James Barchiesi

> James Barchiesi is a fee-only financial advisor at Polymath Capital Advisors, LLC. in Glastonbury, Connecticut. Polymath Capital Advisors, LLC. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-barchiesi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Polymath Capital Advisors, LLC.
- **Based in:** Glastonbury, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $15.1M across 32 accounts
- **CRD:** 5350576 (https://adviserinfo.sec.gov/individual/summary/5350576)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2007), Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://polymath-partners.com

## Frequently asked questions

### Is James Barchiesi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Polymath Capital Advisors, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Polymath Capital Advisors, LLC., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Barchiesi based?

James Barchiesi is based in Glastonbury, Connecticut.

### Is James Barchiesi registered with the SEC?

Yes. James Barchiesi is registered as an investment adviser representative in CT (CRD 5350576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Polymath Capital Advisors, LLC. manage?

Polymath Capital Advisors, LLC. reports $15.1M across 32 accounts in assets under management.

### How do I contact James Barchiesi?

Through James's website, polymath-partners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5350576): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.