# James Koch

> James Koch is a fee-only financial advisor at Koch Capital Management in Alamo, California. Koch Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-koch/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Koch Capital Management
- **Based in:** Alamo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $50.4M across 123 accounts
- **CRD:** 5604620 (https://adviserinfo.sec.gov/individual/summary/5604620)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.kochcapital.com

## Frequently asked questions

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

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

### Where is James Koch based?

James Koch is based in Alamo, California.

### Is James Koch registered with the SEC?

Yes. James Koch is registered as an investment adviser representative in CA (CRD 5604620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Koch Capital Management manage?

Koch Capital Management reports $50.4M across 123 accounts in assets under management.

### How do I contact James Koch?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5604620): 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

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