NORTHCAPE WEALTH MANAGEMENT, LLC
Doing business as NORTHCAPE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$706,082,554
Discretionary
$666,976,748
Non-discretionary
$39,105,806
Firm details
- CRD number
- 312350
- SEC file number
- 801-120425
- Main office
- WILLIAMSVILLE, NY, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://www.northcapewm.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.