# James Cook

> James Cook is a fee-only financial advisor at JC Capital Advisors Group in Stamford, Connecticut, who holds the CFP credential. James charges a percentage of assets (a $100,000 asset minimum).

Page: https://find.wellspent.co/advisors/james-cook/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JC Capital Advisors Group
- **Based in:** Stamford, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $100,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $263.0M across 356 accounts
- **Credentials:** CFP
- **Works with:** Pre-retirees
- **CRD:** 2764871 (https://adviserinfo.sec.gov/individual/summary/2764871)
- **SEC registration:** Investment adviser representative in CT, TX
- **Exams passed:** Series 63 (1996), Series 65 (2000)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.jccapitaladvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and JC Capital Advisors Group 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 charges a percentage of assets.

### How much does James charge?

According to JC Capital Advisors Group's website, checked October 30, 2026: a $100,000 asset minimum.

### Does James work with clients virtually?

Yes. JC Capital Advisors Group says on its website that it works with clients remotely.

### Where is James Cook based?

James Cook is based in Stamford, Connecticut.

### What credentials does James Cook hold?

James Cook holds the CFP credential.

### Is James Cook registered with the SEC?

Yes. James Cook is registered as an investment adviser representative in CT and TX (CRD 2764871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JC Capital Advisors Group manage?

JC Capital Advisors Group reports $263.0M across 356 accounts in assets under management.

### How do I contact James Cook?

Through James's website, www.jccapitaladvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2764871): 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
- The firm's website (https://jccapitaladvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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