Cape Ann Capital, Inc.

Cape Ann Capital, Inc. (CRD# 128942) is a financial advisory firm headquartered in , . They manage $109,849,329 in 323 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $340,091
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, VT

Financial Advisors at Cape Ann Capital, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James R. Jasinski
CRD#: 2571023
Manchester-by-the-Sea, MA
93
Wealthminder
score

James Jasinski (CRD# 2571023) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in Manchester-by-the-Sea, MA and has over 22 years of experience in the finance industry.

2
Jeremy Distefano
CRD#: 5091113
South Hamilton, MA
90
Wealthminder
score

Jeremy Distefano (CRD# 5091113) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in South Hamilton, MA and has 1 year of experience in the finance industry.

3
David A. Umstead
CRD#: 4727346
Manchester-by-the-Sea, MA
87
Wealthminder
score

David Umstead (CRD# 4727346) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in Manchester-by-the-Sea, MA and has 1 year of experience in the finance industry.

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