James Rice
JQRCapital · West Hartford, Connecticut
James Rice is a fee-only financial advisor at JQRCapital in West Hartford, Connecticut, who holds the CFA credential. James focuses on sustainable & impact investing. JQRCapital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | JQRCapital |
|---|---|
| Based in | West Hartford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.2M across 51 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 4088411 |
| Exams passed | Series 65 (2004) · Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jqrcapital.com |
How James's firm compares
- JQRCapital's average account is about $82,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about James
Is James Rice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and JQRCapital 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, JQRCapital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Rice based?
James Rice is based in West Hartford, Connecticut.
What does James specialize in?
James's specialties include sustainable & impact investing.
What credentials does James Rice hold?
James Rice holds the CFA credential.
Is James Rice registered with the SEC?
Yes. James Rice is registered as an investment adviser representative in CT (CRD 4088411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JQRCapital manage?
JQRCapital reports $4.2M across 51 accounts in assets under management.
How do I contact James Rice?
Through James's website, www.jqrcapital.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
- JQRCapital 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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