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NORTHCAPE WEALTH MANAGEMENT

NORTHCAPE WEALTH MANAGEMENT, LLC

CRD 312350 · SEC 801-120425

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6565 MAIN STREET, WILLIAMSVILLE, NY, 14221, United States

Phone

(71) 632-6565

Fax

(716) 632-6581

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$706.1M

Discretionary AUM

$667.0M

Team

6 total employees; 3 advisory reps; 10 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals404$138.8M
High net worth individuals166$535.4M
Charitable organizations16$21.6M
Corporations/business entities8$10.2M

States served

AZ, CA, CO, GA, IL, MD, MA, NJ, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD