# James Holcomb

> James Holcomb is a fee-only financial advisor at Westward Investment Advisory in Mission, Kansas. James focuses on family wealth transfer. Westward Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Westward Investment Advisory
- **Based in:** Mission, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $571.5M across 61 accounts
- **Specialties:** Family wealth transfer
- **CRD:** 2200239 (https://adviserinfo.sec.gov/individual/summary/2200239)
- **SEC registration:** Investment adviser representative in KS, TX, WI
- **Exams passed:** Series 63 (1998), Series 66 (2014)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.westwardinvestment.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Westward Investment Advisory 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, Westward Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Holcomb based?

James Holcomb is based in Mission, Kansas.

### What does James specialize in?

James's specialties include family wealth transfer.

### Is James Holcomb registered with the SEC?

Yes. James Holcomb is registered as an investment adviser representative in KS, TX and WI (CRD 2200239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Westward Investment Advisory manage?

Westward Investment Advisory reports $571.5M across 61 accounts in assets under management.

### How do I contact James Holcomb?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2200239): 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://www.westwardinvestment.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.