SEC Form ADV

NORTHCAPE WEALTH MANAGEMENT

Registered Investment AdviserNY
$706.1M
Assets Under Management
1,394
Total Clients
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Registration Details

Accession
CRD-312350
Location
WILLIAMSVILLE, NY
Filing Date
April 24, 2026
AUM
$706.1M
Total Clients
1,394
Amendment
No

About this Adviser

NORTHCAPE WEALTH MANAGEMENT is a registered investment adviser headquartered in WILLIAMSVILLE, NY, managing approximately $706.1M in assets across 1,394 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.