James Koch
Koch Capital Management · Alamo, California
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.
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Facts
| Firm | Koch Capital Management |
|---|---|
| Based in | Alamo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $50.4M across 123 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5604620 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kochcapital.com |
How James's firm compares
- Koch Capital Management's average account is about $410,000, from its Form ADV (assets managed divided by 123 accounts).
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Questions about James
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.
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
- 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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