Cambridge Cape Cod Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sandwich, MA. Its latest Form ADV filing, dated January 8, 2026, reports $195M in regulatory assets under management, 2 employees, and 264 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.3% of total clients.
Top client categories% of clientsClients
1
HNWI
55.3%
68
2
Individuals
44.7%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$195Mas of January 8, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$195M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$195M
Total Accounts264
10Y AUM Change+$77M (+65.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee62:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.