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Managing Member/managing Director/ceo · Westward Investment Advisory

James M. Holcomb

CRD 2200239 · Named on Form ADV at one SEC-registered adviser

At a glance

Westward Investment Advisory, an SEC-registered wealth manager based in Mission, KS with $572 million in regulatory assets, lists James M. Holcomb on its Form ADV as Managing Member/managing Director/ceo, a control person.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Casey P. McLineyManaging Member/managing Director/chief Compliance Officer, Westward Investment Advisory

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.