James Milroy
Owl Creek Wealth Partners · Greenwood Village, Colorado
James Milroy is a fee-only financial advisor at Owl Creek Wealth Partners in Greenwood Village, Colorado, who holds the CFA credential. Owl Creek Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Owl Creek Wealth Partners |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $602.3M across 607 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 5904237 |
| Exams passed | Series 63 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.owlcreekwealth.com |
How James's firm compares
- Owl Creek Wealth Partners's average account is about $992,000, from its Form ADV (assets managed divided by 607 accounts).
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Questions about James
Is James Milroy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Owl Creek Wealth Partners 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, Owl Creek Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Milroy based?
James Milroy is based in Greenwood Village, Colorado.
What credentials does James Milroy hold?
James Milroy holds the CFA credential.
Is James Milroy registered with the SEC?
Yes. James Milroy is registered as an investment adviser representative in CO (CRD 5904237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Owl Creek Wealth Partners manage?
Owl Creek Wealth Partners reports $602.3M across 607 accounts in assets under management.
How do I contact James Milroy?
Through James's website, www.owlcreekwealth.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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