James Cogswell
Stillwater Investments · Smithfield, Rhode Island
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.
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Facts
| Firm | Stillwater Investments |
|---|---|
| Based in | Smithfield, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.5M across 10 accounts |
| SEC registration | Investment adviser representative in MA, RI · CRD 4159200 |
| Exams passed | Series 63 (2000) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How James's firm compares
- Stillwater Investments's average account is about $250,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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