James Cook
JC Capital Advisors Group · Stamford, Connecticut
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).
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Who they serve
- Pre-retirees
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 |
| Assets under management | $263.0M across 356 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 2764871 |
| Exams passed | Series 63 (1996) · Series 65 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.jccapitaladvisors.com |
How James's firm compares
- JC Capital Advisors Group's average account is about $739,000, from its Form ADV (assets managed divided by 356 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- JC Capital Advisors Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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