James Sewell
Green Vista Asset Management · Winter Park, Florida
James Sewell is a fee-only financial advisor at Green Vista Asset Management in Winter Park, Florida. Green Vista Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Green Vista Asset Management |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $16.2M across 75 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4683331 |
| Exams passed | Series 63 (2004) · Series 66 (2006) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
How James's firm compares
- Green Vista Asset Management's average account is about $216,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about James
Is James Sewell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Green Vista Asset 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, Green Vista Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Sewell based?
James Sewell is based in Winter Park, Florida.
Is James Sewell registered with the SEC?
Yes. James Sewell is registered as an investment adviser representative in FL (CRD 4683331), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Green Vista Asset Management manage?
Green Vista Asset Management reports $16.2M across 75 accounts in assets under management.
How do I contact James Sewell?
Contact details aren't on file yet. Search for Green Vista Asset Management.
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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