Cape Ann Capital

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Last updated: February 18th, 2020. Data source: SEC filings.

Cape Ann Capital, federally registered in 2006, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. Cape Ann Capital manages $127.5 million and provides investment advisory services for 198 clients (1:66 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 16
Percentage of Advisors Trusted 67%
Minimum Investment $0
Average Client Balance $643,909
Total AUM $127.5 million
Advisor / Client Ratio 1:66
Headquarters Manchester, MA
SEC Filings View SEC IAPD CRD #128942
State(s) Registered FL, MA, NH, VT

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.