James Gilchrest
JKG Capital · Westport, Connecticut
James Gilchrest is a fee-only financial advisor at JKG Capital in Westport, Connecticut. James charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | JKG Capital |
|---|---|
| Based in | Westport, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $15.2M across 28 accounts |
| SEC registration | Investment adviser representative in CT, MA · CRD 4707780 |
| Exams passed | Series 63 (2006) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jkgcapital.com |
| Profile |
How James's firm compares
- JKG Capital's average account is about $543,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about James
Is James Gilchrest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and JKG Capital 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 JKG Capital's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is James Gilchrest based?
James Gilchrest is based in Westport, Connecticut.
Is James Gilchrest registered with the SEC?
Yes. James Gilchrest is registered as an investment adviser representative in CT and MA (CRD 4707780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JKG Capital manage?
JKG Capital reports $15.2M across 28 accounts in assets under management.
How do I contact James Gilchrest?
Through James's website, jkgcapital.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
- JKG Capital 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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