NORTHCAPE WEALTH MANAGEMENT

Registration Details

Accession

crd-312350

Location

WILLIAMSVILLE, NY

Filing Date

August 17, 2026

AUM

$706.1M

Total Clients

10

Institutional Clients

16

Employees

6

Amendment

No

SEC EDGAR

View original filing →

Client Types

About this Adviser

NORTHCAPE WEALTH MANAGEMENT is a registered investment adviser headquartered in WILLIAMSVILLE, NY, managing approximately $706.1M in assets across 10 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.