# Cape Ann Financial

Cape Ann Financial is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 131088
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131088

## About

CAPE ANN FINANCIAL is a state-registered investment adviser with $18 million in regulatory assets under management. The firm manages $6 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who controls investment decisions at Cape Ann Financial?

The principals responsible for investment decisions at Cape Ann Financial have not been publicly identified. Single-family offices of this profile are often managed directly by the founding family member or by a small, internal investment team hired to execute a long-term capital preservation and growth mandate.

## Related profiles

- [CAP Venture Capital](https://altss.com/profile/cap-venture-capital)
- [Capital Asset Management](https://altss.com/profile/capital-asset-management-llc)

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Last updated: 2026-07-06T01:24:13.527Z

Canonical page: https://altss.com/profile/cape-ann-financial

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