CAMBRIDGE CAPE COD ADVISORS, LLC

Overview

Cambridge Cape Cod Advisors, LLC is an independent, individual-owned RIA focused on financial planning and portfolio management for individuals, families and small business owners. The firm leans toward equity-centered portfolios, with a clear preference for exchange-traded securities, and manages client relationships on a predominantly non-discretionary basis. Fee arrangements include percentage-of-AUM and fixed-fee engagements, which supports a mix of customized advisory work and project-based planning assignments. Investment activity emphasizes publicly traded equities and exchange-traded funds as the primary implementation vehicle, supplemented by mutual funds and third-party alternative managers for real assets and commodity exposure. The adviser is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices