# James Cogswell

> James Cogswell is a fee-only financial advisor at Stillwater Investments in Smithfield, Rhode Island. Stillwater Investments reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Stillwater Investments
- **Based in:** Smithfield, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.5M across 10 accounts
- **CRD:** 4159200 (https://adviserinfo.sec.gov/individual/summary/4159200)
- **SEC registration:** Investment adviser representative in MA, RI
- **Exams passed:** Series 63 (2000), Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Stillwater Investments 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, Stillwater Investments, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Cogswell based?

James Cogswell is based in Smithfield, Rhode Island.

### Is James Cogswell registered with the SEC?

Yes. James Cogswell is registered as an investment adviser representative in MA and RI (CRD 4159200), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Stillwater Investments manage?

Stillwater Investments reports $2.5M across 10 accounts in assets under management.

### How do I contact James Cogswell?

Contact details aren't on file yet. Search for Stillwater Investments.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4159200): 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.