Overview
Assets Under Management: $195 million
Headquarters: SANDWICH, MA
High-Net-Worth Clients: 68
Average Client Assets: $1.0 million
Frequently Asked Questions
CAMBRIDGE CAPE COD ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133301), CAMBRIDGE CAPE COD ADVISORS, LLC is subject to fiduciary duty under federal law.
CAMBRIDGE CAPE COD ADVISORS, LLC is headquartered in SANDWICH, MA.
CAMBRIDGE CAPE COD ADVISORS, LLC serves 68 high-net-worth clients according to their SEC filing dated January 08, 2026. View client details ↓
According to their SEC Form ADV, CAMBRIDGE CAPE COD ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CAMBRIDGE CAPE COD ADVISORS, LLC manages $195 million in client assets according to their SEC filing dated January 08, 2026.
According to their SEC Form ADV, CAMBRIDGE CAPE COD ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.00%
Average Client Assets: $1.0 million
Total Client Accounts: 264
Non-Discretionary Accounts: 264
Regulatory Filings
CRD Number: 133301
Filing ID: 2036989
Last Filing Date: 2026-01-08 12:11:35